Are you a consultant, a freelancer or perhaps 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 everything you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a fast and very simple tool to allow people who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account as soon as you have actually joined 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. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it likewise enables Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize several calendars to check for disputes more than just the one that you have chosen up here and you can likewise define which calendar to add those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can authenticate 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 simply wan na motivate you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good 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 include your company logo or some other image that you wish to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got two 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 choose that brand-new occasion type, which is gon na open up a brand-new screen.
So let’s say produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting 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 select telephone call in this case. And in a lot of cases, depending on the alternative that you pick, you may have some additional options awaiting you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can pick this choice, my invitee should call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. If someone 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. 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 update, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na say, satisfying 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 when 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