Are you a specialist, a freelancer or perhaps you’re just looking for 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 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 simple tool to enable people who have an interest in my service and in my work to book time with me. 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 as soon as you have actually signed up with 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. 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 permits Calendly to book those visits straight to your calendar however it likewise permits Calendly.
to examine other bookings that you might have going on. And what I mean by this, is things beyond just Calendly appointments however things that are taking place maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than just the one that you have selected up here and you can likewise specify which calendar to include those visits to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections established properly. Just 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 stick with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit 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 picture here in addition to your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got two 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 pick that new event type, which is gon na open up a brand-new screen.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending on the choice that you choose, you may have some extra choices awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their telephone number. I need to know who I’m calling or I can select this alternative, my guest must call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. If someone is thinking about scheduling 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 reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can add 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 separate what this event is about compared to maybe some of the other events that I have offered. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or possibly your full 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 once again, you wan na try make it as specific as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I just copy and paste this link, they know what they’re getting.
And lastly, we can choose a different color. This is very helpful if you have several occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently developed. 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 individuals book this event. By opening this app, you’re gon na see a lot of