Are you an expert, a freelancer or maybe you’re just searching for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a quick and really simple tool to enable individuals who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began 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. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar however it likewise permits Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also check for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have actually selected up here and you can likewise define which calendar to include those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just 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 submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and perhaps a welcome message simply when they arrive on your start 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 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 occasions 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 pick that new occasion type, which is gon na open up a brand-new screen.
So let’s say produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, really easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the alternative that you choose, you may have some additional options awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this choice, my invitee must call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. 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 scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their telephone number. I’m gon na state update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na ignore specifically. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to perhaps a few of the other events that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization 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. In this case again, you wan na try make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they understand what they’re getting.
And finally, we can choose a different color. This is extremely useful if you have numerous occasions, I’m gon na choose red in this case so it sticks out from the other events that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of