Are you a specialist, a freelancer or possibly you’re simply looking for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and very simple tool to allow individuals who have an interest in my organization and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because 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 add one or more calendar accounts. This not only permits Calendly to book those consultations straight to your calendar however it also allows Calendly.
to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for conflicts more than simply the one that you have actually chosen up here and you can likewise 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 include calendar account here and you can validate with any calendar service consisting of 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 encourage you to submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and possibly a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you wish 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 business or possibly it’s your full name. I’ve got two 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 pick that new event type, which is gon na open up a new screen.
Let’s say create for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, really easy here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific 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 call in this case. And in a lot of cases, depending upon the alternative that you choose, you may have some additional alternatives waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their telephone number. I require to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have reserved 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 immediately, it’s just after they have actually scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their contact number. I’m gon na state upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have multiple events that you’re gon na be providing to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization 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 once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they understand what they’re getting.
And lastly, we can pick a various color. This is very helpful if you have several occasions, I’m gon na select red in this case so it stands out from the other occasions that I’ve already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of