Are you a specialist, a freelancer or maybe you’re simply searching for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to allow individuals 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 begun. So we’re gon na get things began by going into our menu, into our account once you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly 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 include one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it also permits Calendly.
And what I mean by this, is things beyond just Calendly visits however things that are taking place 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 motivate you to publish an image.
You’re gon na wan na put the name of your business or perhaps it’s your full name. I’ve got 2 events currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
So let’s state create for individually. On this screen, the first thing that we require to do is give it an event 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. I’m just gon na call this one, Satisfying with Scott, really simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the choice that you select, you might have some extra alternatives waiting on 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 reserving that time to note their contact number. I need to know who I’m calling or I can select this choice, my guest must call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their contact number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na overlook especially. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other events that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly 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 particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they know what they’re getting.
Now when we hit 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