Are you a specialist, a freelancer or possibly you’re just trying to find more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hello everyone, 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 quick and extremely simple tool to enable individuals who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not only enables Calendly to book those visits directly to your calendar however it also allows Calendly.
to check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are taking place possibly in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize several calendars to check for conflicts more than just the one that you have picked up here and you can also specify which calendar to include those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can authenticate 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 encourage you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and possibly a welcome message simply when they arrive at your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your company or maybe it’s your full name. I have actually got two occasions presently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.
So let’s state create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the choice that you select, you might have some additional options awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this option, my invitee must call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve 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 offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na neglect specifically. So 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 event is about compared to maybe a few of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or maybe your full name to get them to your primary 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. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting.
And finally, we can select a different color. This is really useful if you have several occasions, I’m gon na choose red in this case so it sticks out from the other events that I’ve currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of