Are you an expert, a freelancer or maybe you’re simply looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and very easy tool to allow people who have an interest in my company 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 one of 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 truly everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just enables Calendly to book those visits directly to your calendar however it likewise enables Calendly.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to check for conflicts more than just the one that you have chosen up here and you can also define which calendar to add those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up properly. 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your good profile picture here together with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your service or maybe it’s your complete name. I’ve got 2 events presently 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 choose that brand-new occasion type, which is gon na open up a new screen.
So let’s say create for individually. On this screen, the first thing that we need to do is offer 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 at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really simple here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to include an area 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the choice that you pick, you may have some additional choices waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to display this number until they have actually booked the consultation. So if someone is thinking about 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’ve booked the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na neglect especially. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps a few of the other events that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or possibly your complete name to get them to your primary Calendly page but 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. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they understand what they’re getting.
And last but not least, we can pick a various color. This is very practical if you have numerous events, I’m gon na choose red in this case just so it stands apart from the other occasions that I’ve already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of