Are you an expert, a freelancer or possibly you’re simply searching for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to enable people who have an interest in my organization and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since really everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar but it also permits Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are happening maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to look for disputes more than simply the one that you have chosen up here and you can also specify which calendar to include those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile image here along with your name and maybe a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you want to add here. And finally, we can click the my link.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got 2 events currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-new screen.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the option that you select, you may have some extra options waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number till they have scheduled the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they’ve scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na neglect particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting also.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of