Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a quick and very easy tool to permit people who have an interest in my organization 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 as soon as you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever 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 only permits Calendly to book those appointments straight to your calendar but it likewise allows Calendly.
And what I imply by this, is things beyond just Calendly visits however things that are occurring perhaps in your individual life or other conferences 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 publish an image.
You’re gon na wan na put the name of your business or maybe it’s your full name. I have actually got 2 events currently that individuals can choose from and when they click on one of those occasions, 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.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the choice that you choose, you may have some additional alternatives awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. If someone is thinking about scheduling 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 reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can include a description which is something you do not wan na neglect specifically if you have numerous events that you’re gon na be providing to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps your complete name to get them to your main 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. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they know what they’re getting.
And lastly, we can choose a various color. This is extremely useful if you have numerous events, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of