Are you a specialist, a freelancer or possibly you’re just trying to find more leads and allowing individuals to easily 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 Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and extremely simple tool to enable 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 once you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it likewise enables Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are occurring possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can use multiple calendars to look for disputes more than just the one that you have actually selected up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established correctly. Simply select include calendar account here and you can authenticate 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. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here in addition to your name and maybe a welcome message just when they arrive on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you want to include 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 maybe it’s your complete name. I have actually got 2 occasions presently that individuals can choose from and when they click on one of those occasions, they are likewise 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 say create for one-on-one. 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 recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the choice that you select, you might have some additional choices waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the visit. So if someone is thinking about scheduling 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 state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na overlook especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other events that I have available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting also.
And last but not least, we can choose a various color. This is really handy if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other events that I have actually currently created. Now once we struck 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