Are you an expert, a freelancer or perhaps you’re simply looking for more leads and enabling people to easily 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 Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a extremely simple and fast tool to enable people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when 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. Since actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those consultations straight to your calendar however it likewise enables Calendly.
And what I mean by this, is things beyond simply Calendly consultations however things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is certainly 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 encourage you to upload an image.
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 likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
So let’s say produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. 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, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting 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 pick telephone call in this case. And in a lot of cases, depending upon the alternative that you choose, you may have some extra alternatives awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can choose this option, my guest needs to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually scheduled the consultation. 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 away, it’s just after they’ve booked 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 them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na ignore specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to perhaps a few of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization 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. So in this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they know what they’re getting as well.
And last but not least, we can select a different color. This is very useful if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently created. Now as soon as 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