Are you a consultant, a freelancer or maybe you’re just searching for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hey there everyone, 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 fast and very simple tool to permit people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account once you have actually registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually 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 only enables Calendly to book those visits directly to your calendar however it also enables Calendly.
to check other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are occurring perhaps in your individual life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can utilize multiple calendars to check for conflicts more than simply the one that you have selected up here and you can also define which calendar to include those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can authenticate 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 upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you would like to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got two events 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 choose that brand-new event type, which is gon na open up a new screen.
So let’s say create for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply 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, Satisfying with Scott, really easy here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the alternative that you pick, you may have some additional options waiting on 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 booking that time to note their telephone number. I need to know who I’m calling or I can select this option, my guest must call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na ignore specifically if you have multiple events that you’re gon na be providing to your users. So 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 event is about compared to perhaps some of the other events that I have offered. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or perhaps your complete name to get them to your primary 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. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they understand what they’re getting.
Now as soon as we hit 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