Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a extremely easy and quick tool to permit people who are interested 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. Since 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 just permits Calendly to book those visits directly to your calendar but it also permits Calendly.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are occurring possibly in your individual life or other conferences that come 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 chosen up here and you can likewise define which calendar to include those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can confirm 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 motivate you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your company 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 choose that new event type, which is gon na open up a brand-new screen.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just 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, Fulfilling with Scott, actually simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the option that you choose, you may have some extra options awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their telephone number. I need to understand who I’m calling or I can choose this alternative, my guest must call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have reserved the consultation. If somebody 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 only 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 supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have numerous 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 specifically. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting.
Now once we struck 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