Are you an expert, a freelancer or maybe you’re just searching for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a fast and really easy tool to enable people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things began by going into our menu, into our account once you have actually 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 due to the fact that really everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it also enables Calendly.
to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are happening possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to check for conflicts more than just the one that you have actually chosen up here and you can also define which calendar to add those visits to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate with any calendar service including 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 upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you want to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your company or perhaps it’s your full name. I have actually got 2 events presently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly simple here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the alternative that you select, you may have some additional choices waiting on 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 phone number. I need to understand who I’m calling or I can pick this option, my invitee ought to 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 up until they have actually booked the visit. 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 right away, it’s only after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na neglect particularly if you have several events that you’re gon na be using to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to maybe a few of the other events that I have offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting.
Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of