Are you a specialist, a freelancer or maybe you’re simply searching for more leads and permitting individuals to easily 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, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a extremely simple and quick tool to allow people who are interested 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 began by going into our menu, into our account when you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that really everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 consultations directly to your calendar however it likewise permits Calendly.
to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly visits but things that are occurring maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can use several calendars to check for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to add those appointments to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established properly. 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 stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly 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 include here. And finally, we can click the my link.
You’re gon na wan na put the name of your service or maybe it’s your full name. I’ve got 2 events currently that people can pick from and when they click on one of those events, 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 new screen.
Let’s say develop for individually. On this screen, the first thing that we require to do is offer it an occasion 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 simply gon na call this one, Meeting Scott, really easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And in most cases, depending upon the choice that you pick, you may have some additional options waiting for you. 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 require to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. If someone 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 just after they have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have numerous events that you’re gon na be offering to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to perhaps a few of the other events that I have readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they know what they’re getting.
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