Are you a specialist, a freelancer or maybe you’re just trying to find more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know 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 utilized Calendly for a while now. It is a quick and extremely simple tool to allow individuals who have an interest in my company 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 as soon as you’ve 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 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 ensure that you include one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it also enables Calendly.
to examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly appointments but things that are occurring perhaps in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize multiple calendars to check for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select add 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 just wan na encourage you to upload an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your great profile image here together with your name and possibly a welcome message simply when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you wish to include here. And last but not least, 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 presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
So let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the choice that you pick, you may have some additional choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually 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 listed below we can include a description which is something you don’t wan na overlook particularly. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe a few of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they understand what they’re getting.
Now when we hit 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