Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and very easy 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 begun. So we’re gon na get things began by entering into our menu, into our account when you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that really 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 make certain that you add several calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it also permits Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly appointments however things that are happening maybe in your individual 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 several calendars to check for disputes more than simply the one that you have chosen up here and you can also define which calendar to include those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and possibly a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you wish to include here. And lastly, we can click the my link.
You’re gon na wan na put the name of your business or possibly it’s your complete name. I’ve got 2 events presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
So let’s state develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, really easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending upon the alternative that you choose, you may have some extra alternatives waiting for you. Do I wan na select 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 know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have scheduled the appointment. So if someone is considering scheduling 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’ve booked the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’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. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na overlook particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they know what they’re getting as well.
Now as soon as 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