Are you an expert, a freelancer or possibly you’re simply looking for more leads and permitting individuals 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 Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very easy and quick tool to permit individuals 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 started. We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it also enables Calendly.
to check other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits but things that are happening possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to include those appointments to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and possibly a welcome message simply when they arrive on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you would like to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your service or perhaps it’s your full name. I have actually got two occasions currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a brand-new screen.
So let’s state develop for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the alternative that you select, you may have some extra alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this option, my invitee must call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. If someone is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they have actually reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na neglect particularly if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other events that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they know what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of