Are you an expert, a freelancer or possibly you’re just searching for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and very easy tool to allow individuals who are interested in my company and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account when you have actually 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 desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not only enables Calendly to book those visits straight to your calendar however it likewise permits Calendly.
to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are happening perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize several calendars to look for conflicts more than just the one that you have actually selected up here and you can also define which calendar to include those visits to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections established correctly. Just choose include calendar account here and you can authenticate 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 encourage you to submit an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here together with your name and maybe a welcome message just when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo design 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 organization or possibly it’s your full name. I’ve got 2 occasions presently that people 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.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually easy here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the choice that you pick, you might have some extra alternatives awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I require to know who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can add my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve reserved the time will this number be revealed. However 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 upgrade, that’s gon na save that alternative here. If you have numerous events 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 neglect specifically. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they understand what they’re getting too.
And lastly, we can choose a different color. This is really helpful if you have several occasions, I’m gon na pick red in this case so it sticks out from the other events that I’ve currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of