Are you an expert, 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 show you everything you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a very simple and fast tool to enable individuals who are interested in my company and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account as soon as you’ve joined Calendly. And among 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 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 only allows Calendly to book those appointments directly to your calendar however it also enables Calendly.
to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use several calendars to check for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to add those visits to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Simply select include calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick 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 perhaps it’s your full name. I’ve got two occasions presently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
Let’s state develop for individually. 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 simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the alternative that you select, you may have some additional choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can select this option, my invitee must call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually reserved the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just 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 invitees ’cause I’m gon na inquire to offer their contact number. I’m gon na say 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 particularly. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to maybe a few of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your full 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 once again, you wan na try make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they know what they’re getting.
Now once 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