Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a fast and very easy tool to enable individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account when you have actually joined Calendly. And one of 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 really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar but it also enables Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are occurring possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize several calendars to look for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to add those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can verify 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 just wan na motivate you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and perhaps a welcome message just when they land 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 want to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got 2 occasions presently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
So let’s state develop for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the choice that you pick, you may have some additional choices waiting on you. For example, 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 list their phone number. I require to understand who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have booked the appointment. If somebody is considering 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. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their contact number. I’m gon na say update, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na neglect specifically. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting too.
Now once we hit 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