Are you a consultant, a freelancer or perhaps you’re just looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a really easy and fast tool to enable people who have an interest in my company 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 among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since truly everything is based around your relationship with Calendly and your calendar. 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 visits straight to your calendar however it also permits Calendly.
And what I indicate by this, is things beyond simply Calendly appointments but things that are happening possibly 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 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 company or maybe it’s your complete name. I’ve got 2 events presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new event 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 require to do is offer it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really easy here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the option that you pick, you might have some extra options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can select this option, my guest ought to call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number until they have booked the consultation. If someone is considering 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 only after they’ve booked 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 them to offer their contact number. I’m gon na say upgrade, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na overlook specifically if you have numerous occasions that you’re gon na be using to your users. 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 differentiate what this occasion has to do with compared to perhaps a few of the other events that I have offered. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly 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 once again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they know what they’re getting also.
Now when we struck 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