Are you a specialist, a freelancer or possibly you’re simply looking for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to allow people who have an interest in my organization 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 once you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since actually everything 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 just enables Calendly to book those appointments straight to your calendar but it also allows Calendly.
And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 motivate you to submit an image.
You’re gon na wan na put the name of your service or perhaps it’s your complete name. I have actually got 2 events 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 pick that new occasion type, which is gon na open up a new screen.
Let’s say develop 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 just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the choice that you pick, you may have some additional alternatives awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the consultation. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to supply their contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect specifically. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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 again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they know what they’re getting too.
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