Are you a specialist, a freelancer or maybe you’re just searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a extremely easy and fast tool to enable people who are interested in my service and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that actually whatever 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 consultations straight to your calendar but it also permits Calendly.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are happening possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to check for conflicts more than just the one that you have actually chosen up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can verify 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 simply wan na encourage you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile picture here together with your name and maybe a welcome message just when they arrive on your beginning 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 lastly, we can click on the my link.
You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got two events presently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting 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 pick telephone call in this case. And in most cases, depending upon the choice that you pick, you may have some extra choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have scheduled the appointment. So if somebody is considering booking 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 just after they have actually scheduled the time will this number be exposed. 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 upgrade, that’s gon na conserve that choice here. Down listed below we can include a description which is something you don’t wan na overlook specifically if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to perhaps some of the other events that I have available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they understand what they’re getting.
Now once we struck 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