Are you an expert, a freelancer or maybe you’re just trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a quick and really 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 when you have actually signed up with Calendly. And one of 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 since actually 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 straight to your calendar however it likewise enables Calendly.
And what I mean by this, is things beyond just Calendly consultations however things that are occurring maybe in your personal life or other meetings 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 properly. 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 encourage you to upload an image.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I have actually got 2 occasions presently 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 pick that new occasion type, which is gon na open up a brand-new screen.
So let’s state develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second action 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 particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the choice that you pick, you may have some additional options awaiting 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 booking that time to note their telephone number. I require to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the appointment. So if somebody is considering booking 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 booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na say update, that’s gon na save that option here. If you have multiple events that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na overlook particularly. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business 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, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they understand what they’re getting.
Now once we hit 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