Are you an expert, a freelancer or possibly you’re just searching 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 use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a quick and really simple tool to permit people who are interested in my service and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things started by entering into our menu, into our account when you’ve registered 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 actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it likewise permits Calendly.
to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can use multiple calendars to look for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those consultations to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections established correctly. Simply select add calendar account here and you can authenticate 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 simply wan na motivate you to publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and maybe a welcome message simply when they arrive at your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you want to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your organization or possibly it’s your full name. I have actually got 2 occasions currently that people can pick from and when they click on one of those events, they are likewise 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 produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, 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 upon the alternative that you choose, you may have some additional options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my desired contact number here and the great thing with Calendly is that it’s not going to display this number until they have reserved the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous 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 just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to maybe a few of the other events that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they understand what they’re getting.
And lastly, we can choose a various color. This is very practical if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of