Are you an expert, a freelancer or maybe you’re just looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to allow people who have an interest in my company 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 as soon as you have actually 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 want to go to calendar connections due to the fact that truly everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not only permits Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to check other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize several calendars to look for disputes more than just the one that you have picked up here and you can also specify which calendar to add those visits to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate with any calendar service including 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 just wan na encourage you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and maybe a welcome message just when they arrive on your start page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your organization or possibly it’s your full name. I have actually got 2 events presently that individuals 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 event type, which is gon na open up a new screen.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending on the choice that you select, you might have some extra alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. If somebody is thinking about reserving 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. 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 update, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na ignore particularly if you have multiple occasions that you’re gon na be using to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they know what they’re getting too.
And last but not least, we can choose a various color. This is very helpful if you have numerous events, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of