Are you an expert, a freelancer or perhaps you’re simply searching for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a quick and really simple tool to allow individuals who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve 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 truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only allows Calendly to book those visits directly to your calendar however it likewise permits Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly visits however things that are occurring possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise check for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can confirm 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 publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile picture here in addition to your name and possibly a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you want to include here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I have actually got 2 occasions presently that people can choose 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 create 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 land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a location 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 particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the choice that you choose, you might have some additional choices 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 booking that time to note their telephone number. I require to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have scheduled the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, 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 conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect specifically if you have multiple occasions that you’re gon na be providing to your users. So 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 event is about compared to maybe some of the other events that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, 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