Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to permit individuals 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. So we’re gon na get things began by going into our menu, into our account as soon as you’ve registered with Calendly. And one of the top 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 whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar but it also permits Calendly.
to inspect 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 meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to look for disputes more than simply the one that you have selected up here and you can also specify which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose 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 just wan na encourage you to publish an image. If this is conferences or visits that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you would like to include 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 maybe it’s your complete name. I have actually got two events currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.
Let’s say produce for one-on-one. 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 just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, actually basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the alternative that you choose, you may have some extra choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na overlook especially. I’m simply gon na say, this is a conference 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 after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they know what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of