Are you an expert, a freelancer or maybe you’re simply looking for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a extremely easy and fast tool to allow individuals who are interested in my business and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by entering into our menu, into our account when 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. Because really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not only enables Calendly to book those visits straight to your calendar but it also allows Calendly.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits however things that are occurring maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to add those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm 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 just wan na motivate you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile picture here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to add here. And finally, we can click the my link.
You’re gon na wan na put the name of your service or maybe it’s your full name. I’ve got two events presently that individuals 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 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 need to do is give it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly basic here. I can identify, oop, Meeting 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 conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the choice that you choose, you may have some extra options awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this alternative, my invitee ought to call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to display this number until they have booked the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually booked the time will this number be exposed. In this case, I’m gon na state, 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 save that option here. Down listed below we can include a description which is something you don’t wan na overlook specifically if you have several events that you’re gon na be using to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly a few of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they understand what they’re getting also.
And lastly, we can select a various color. This is very useful if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of