Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a extremely simple and quick tool to enable individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account once you have actually joined 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 because actually everything 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 add one or more calendar accounts. This not just permits Calendly to book those appointments straight to your calendar however it likewise allows Calendly.
to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are happening possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have picked up here and you can also specify which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify 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 simply wan na motivate you to publish an image. If this is meetings or appointments 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 simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you want to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your service or maybe it’s your complete name. I have actually got two events currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really easy here. I can identify, oop, Meeting with 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 face to face conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the choice that you select, you might have some extra choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can include my desired phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. So if someone is thinking about 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 guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook specifically. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have readily available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business 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 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 easy for me to identify however also if I simply copy and paste this link, they know what they’re getting.
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