Are you an expert, a freelancer or maybe you’re simply trying to find more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a extremely easy and quick tool to permit people who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 because truly 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 sure that you include one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it also enables Calendly.
to examine other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to add those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can verify with any calendar service including 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 visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got 2 occasions presently that people 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 event 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 give it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing conference such as using 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 in many cases, depending on the choice that you select, you may have some additional options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can select this option, my guest needs to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually scheduled the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve booked the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you do not wan na ignore specifically if you have multiple occasions that you’re gon na be offering to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have offered. 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 complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting as well.
And finally, we can pick a different color. This is really handy if you have numerous occasions, I’m gon na choose red in this case just so it stands apart from the other events that I have actually already produced. Now once we struck 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. So by opening this app, you’re gon na see a lot of