Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and permitting individuals to easily and professionally 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 everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a really easy and quick tool to permit people who are interested 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 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. Due to the fact that actually whatever 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 ensure that you include several calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it likewise permits Calendly.
to inspect other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can validate 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 motivate you to submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and perhaps a welcome message simply when they arrive 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 want to include here. And last but not least, 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 have actually got 2 occasions currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.
Let’s state 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 simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly simple here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the option that you pick, you may have some extra options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they have actually booked 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 provide their phone number. I’m gon na state update, that’s gon na save that option here. Down below we can include a description which is something you do not wan na ignore specifically if you have several events that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they know what they’re getting as well.
Now as soon as we struck 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