Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and allowing 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 utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a quick and very easy tool to enable individuals who are interested in my business and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it likewise allows Calendly.
And what I suggest by this, is things beyond simply Calendly visits however things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely 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 just wan na motivate you to submit an image.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got 2 occasions currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include 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 conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the choice that you pick, you may have some additional options waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their contact number. I require to know who I’m calling or I can select this choice, my invitee must call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. So if someone 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 now, it’s only after they’ve 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 offer their phone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na overlook particularly if you have numerous occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to maybe a few of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your full 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 once again, you wan na try make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.
Now as soon as we struck 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