Are you a specialist, a freelancer or possibly you’re simply searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a very easy and fast tool to permit people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account once you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very 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 straight to your calendar however it likewise enables Calendly.
to check other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise 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 specify which calendar to add those appointments to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections established correctly. Simply select add 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 just wan na motivate you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe a welcome message simply when they arrive on your start 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 wish to include here. And finally, 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’ve got two occasions presently that individuals can select from and when they click on one of those occasions, 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 state create for individually. On this screen, the first thing that we require to do is give 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. I’m simply gon na call this one, Fulfilling with Scott, really easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the choice that you choose, you might have some additional options waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have booked the appointment. 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 right away, it’s just after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have several events that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na ignore especially. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps 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 complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they know what they’re getting.
Now when 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