Are you an expert, a freelancer or possibly you’re simply looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a extremely simple and quick tool to permit 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 as soon as you have actually 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 since actually everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to look for conflicts more than simply the one that you have chosen up here and you can also define which calendar to include those visits to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just select include 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 simply wan na encourage you to submit an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you want to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I’ve got two events presently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.
So let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to add a location 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 utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the option that you select, you may have some additional options awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their telephone number. I need to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na ignore particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case 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 easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting.
And finally, we can choose a various color. This is really useful if you have multiple events, I’m gon na pick red in this case just 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 event. By opening this app, you’re gon na see a lot of