Are you an expert, a freelancer or maybe you’re simply searching for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a quick and really easy tool to allow people who have an interest in my organization and in my work to book time with me. 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 among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since 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 make certain that you add one or more calendar accounts. This not just allows Calendly to book those appointments straight to your calendar but it also permits Calendly.
to check other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are occurring maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have actually picked up here and you can likewise specify which calendar to include those appointments to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate 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 submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe 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 business logo 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 organization or perhaps it’s your complete name. I’ve got 2 occasions currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your recommendation. 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 Scott, really basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the option that you pick, you may have some additional alternatives awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their telephone number. I require to understand who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the visit. If someone is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you don’t wan na neglect particularly if you have numerous occasions that you’re gon na be providing to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other events that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just paste this link and copy, they understand what they’re getting too.
Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of