Are you a specialist, a freelancer or possibly you’re just trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a quick and very simple tool to allow people who are interested in my business and in my work to book time with me. I wan na show 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 among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not only allows Calendly to book those visits directly to your calendar however it likewise allows Calendly.
And what I imply by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I’ve got 2 occasions presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
So let’s state produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting 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 select telephone call in this case. And in a lot of cases, depending upon the option that you pick, you might have some additional alternatives awaiting you. Do I wan na select 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 know who I’m calling or I can pick this option, my guest should call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually booked the visit. If somebody 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 booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their telephone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you don’t wan na ignore specifically if you have several events that you’re gon na be providing to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe a few of the other events that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service 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. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting also.
And lastly, we can pick a different color. This is extremely useful if you have several occasions, I’m gon na select red in this case so it stands apart from the other occasions that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of