Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a fast and very easy tool to allow people who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those appointments straight to your calendar however it also permits Calendly.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are happening maybe in your personal life or other conferences 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 disputes more than just the one that you have actually selected up here and you can also specify which calendar to add those visits to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections established correctly. Just select add 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 just wan na encourage you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your business or perhaps it’s your full name. I’ve got two occasions presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.
So let’s say create for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, actually simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a 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 select call in this case. And in most cases, depending upon the choice that you choose, you may have some extra alternatives awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. If somebody is considering scheduling 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 booked 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 telephone number. I’m gon na say update, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na ignore particularly if you have multiple events that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or perhaps your complete name to get them to your primary 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. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can select a various color. This is extremely valuable if you have several events, I’m gon na pick red in this case so it sticks out from the other events that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of