Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to allow individuals who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of 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 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 only enables Calendly to book those visits directly to your calendar but it likewise allows Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for conflicts. You can use several calendars to look for disputes more than simply the one that you have selected up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established properly. Simply choose add calendar account here and you can confirm with any calendar service consisting of 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 consultations that people are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and perhaps a welcome message simply when they land on your start 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 wish 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 perhaps it’s your complete name. I’ve got 2 occasions presently 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 pick that new event type, which is gon na open up a new screen.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your referral. 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 basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the alternative that you choose, you may have some additional options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can select this choice, my invitee must call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number until they have booked the appointment. 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 only after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na say update, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na overlook particularly if you have numerous occasions that you’re gon na be offering to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or possibly 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 attempt make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting.
Now as soon as we struck 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