Are you a specialist, a freelancer or maybe you’re just looking for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to allow people who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. 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 first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because truly everything 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 add several calendar accounts. This not only allows Calendly to book those appointments directly to your calendar but it likewise allows Calendly.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are happening perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to add those appointments to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up properly. Just choose add calendar account here and you can verify 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 just wan na encourage you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and maybe a welcome message just when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company 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 organization or possibly it’s your full name. I have actually got two events presently that individuals can select from and when they click on one of those events, 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 brand-new screen.
Let’s state develop for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really simple here. I can recognize, oop, Satisfying 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 an in person conference, a call or is it gon na be a particular 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 pick call in this case. And in many cases, depending upon the alternative that you choose, you may have some additional options awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their telephone number. I require to know who I’m calling or I can pick this alternative, my guest should call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. If someone is thinking about 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 just after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na neglect especially. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other occasions that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they know what they’re getting too.
Now as soon as we hit 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