Are you an expert, a freelancer or perhaps you’re simply searching for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and really easy 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 begun. So we’re gon na get things kicked off by going into our menu, into our account as soon as you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar but it likewise permits Calendly.
to examine other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to check for disputes more than simply the one that you have actually picked up here and you can likewise specify which calendar to include those consultations to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Simply choose add calendar account here and you can confirm with any calendar service including 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 simply wan na encourage you to upload an image. So if this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile image here in addition to your name and maybe a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you wish to include here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your business or possibly it’s your complete name. I have actually got two events presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new event 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 provide it an event name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the choice that you choose, you may have some additional alternatives waiting on you. For instance, 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 note their contact number. I need to understand who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to show this number till they have scheduled the consultation. 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 booked the time will this number be revealed. In this case, I’m gon na state, 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 option here. If you have several occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na ignore specifically. So 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 occasion is about compared to possibly a few of the other occasions that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I simply copy and paste this link, they know what they’re getting also.
And last but not least, we can choose a various color. This is really handy if you have numerous events, I’m gon na pick red in this case just so it sticks out from the other occasions that I’ve currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of