Are you an expert, a freelancer or possibly you’re simply searching for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a fast and extremely simple tool to permit 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. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of 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 actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just allows Calendly to book those visits directly to your calendar but it likewise enables Calendly.
to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Just choose include 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 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 perhaps a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I have actually got 2 events currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose 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 need to do is offer it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the alternative that you select, you might have some additional alternatives waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their contact number. I require to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the appointment. So if someone 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 now, it’s just after they have actually reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have numerous events 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 particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting.
Now when we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of