Are you an expert, a freelancer or possibly you’re just trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to enable people who are interested in my company and in my work to book time with me. So 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’ve signed up 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 truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it likewise enables Calendly.
And what I indicate by this, is things beyond just Calendly consultations however things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 encourage you to publish an image.
You’re gon na wan na put the name of your business or perhaps it’s your complete name. I have actually got 2 events presently that individuals 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 new occasion type, which is gon na open up a brand-new screen.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the alternative that you select, you might have some extra choices awaiting you. 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 list their phone number. I need to understand who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my desired telephone 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 somebody is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have several events that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na ignore particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to perhaps some of the other events that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your service name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, meeting 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.
And last but not least, we can pick a various color. This is very helpful if you have several occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I’ve currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of