Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit 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 once 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. Because actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it also permits Calendly.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to check for conflicts more than simply the one that you have selected up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can validate 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 submit an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I’ve got two events presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.
So let’s state develop for one-on-one. 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 just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the option that you pick, you may have some additional choices waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can pick this choice, my invitee ought to 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 show this number till they have reserved the appointment. If somebody is thinking about booking 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 supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect specifically. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I just paste this link and copy, they know what they’re getting too.
And lastly, we can choose a different color. This is extremely helpful if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other events that I have actually currently developed. 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 occasion. By opening this app, you’re gon na see a lot of