Are you an expert, a freelancer or maybe you’re simply searching for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to allow people who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account as soon as you have actually registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because truly 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 add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar however it likewise permits Calendly.
to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can also define which calendar to add those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can verify with any calendar service including 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 encourage you to publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and perhaps a welcome message simply when they arrive on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you want 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 business or possibly it’s your full name. I have actually got two events currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
So let’s say produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly basic here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the choice that you select, you might have some extra 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 scheduling that time to note their phone number. I need to know who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have scheduled the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be offering to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other events that I have offered. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly your full 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 again, you wan na try make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they know what they’re getting also.
And last but not least, we can pick a various color. This is extremely practical if you have multiple events, I’m gon na choose red in this case just so it stands out from the other occasions that I have actually already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of