Are you an expert, 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 reveal you everything you need to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and extremely simple tool to permit individuals who are interested in my business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account when you have actually joined Calendly. And one of 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 due to the fact that truly everything is based around your relationship with Calendly and your calendar. 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 visits straight to your calendar however it likewise permits Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to look for disputes more than simply the one that you have actually chosen up here and you can also define which calendar to include those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select include 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 encourage you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo or some other image that you want to include here. And lastly, 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 individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference 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 call in this case. And in a lot of cases, depending on the alternative that you pick, you may have some additional options waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their telephone number. I require to understand who I’m calling or I can select this option, my invitee ought to call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to display this number up until they have booked the visit. If someone is considering reserving 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 only after they have actually scheduled 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 say upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na overlook especially if you have several events that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we already 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. In this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting.
And last but not least, we can select a different color. This is very helpful if you have several events, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of