Are you an expert, a freelancer or possibly you’re just searching for more leads and allowing 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 utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to permit individuals who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by going into our menu, into our account once you’ve joined 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 since actually everything 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 allows Calendly to book those consultations directly to your calendar but it likewise allows Calendly.
to examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly consultations but things that are occurring perhaps in your personal life or other conferences 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 check for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just select include calendar account here and you can authenticate 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 just wan na motivate you to upload an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your good profile photo here along with your name and possibly a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you wish to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got 2 occasions 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.
Let’s state produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference 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 select telephone call in this case. And in a lot of cases, depending on the alternative that you select, you may have some additional options waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my guest should call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. So if somebody is thinking about 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 reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na neglect particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some 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 name or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting as well.
And last but not least, we can choose a different color. This is really practical if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve currently developed. Now as soon as 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. By opening this app, you’re gon na see a lot of