Are you a consultant, a freelancer or perhaps you’re just searching for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely simple tool to permit individuals who are interested in my business and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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 wish to go to calendar connections because truly whatever is based around your relationship with Calendly and your calendar. 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 just permits Calendly to book those consultations directly to your calendar but it also permits Calendly.
And what I suggest by this, is things beyond simply Calendly visits but things that are happening maybe 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 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 encourage you to submit an image.
You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got two occasions currently that people can choose 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 occasion type, which is gon na open up a brand-new screen.
So let’s state produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending on the alternative that you choose, you may have some additional choices awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can select this option, my guest needs to call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have booked the appointment. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can add a description which is something you do not wan na overlook especially if you have several events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they know what they’re getting.
And last but not least, we can select a different color. This is very useful if you have multiple events, I’m gon na select red in this case just so it stands out from the other occasions that I’ve already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of