Are you a specialist, a freelancer or maybe you’re simply searching for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and very easy tool to permit individuals 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. So we’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those consultations straight to your calendar but it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly appointments however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely 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 just wan na encourage you to submit an image.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I’ve got two events presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your reference. 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, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the choice that you pick, you might have some additional options waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their contact number. I’m gon na state update, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na neglect particularly if you have multiple events that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but also if I just copy and paste this link, they know what they’re getting as well.
Now as soon as we struck 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