Are you a specialist, a freelancer or possibly you’re just looking for more leads and permitting individuals to quickly 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 everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a quick and extremely simple tool to permit people who are interested 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’ve signed up with Calendly. And one of 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 really whatever 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 allows Calendly to book those appointments straight to your calendar however it likewise allows Calendly.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can authenticate 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 motivate you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you want to add 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 possibly it’s your full name. I’ve got 2 events presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.
Let’s say produce 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 just your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the alternative that you choose, you may have some extra choices waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. If somebody is considering 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’ve booked the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na overlook especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other events that I have offered. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. Maybe 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 understand 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