Are you a consultant, a freelancer or possibly you’re just searching for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a extremely easy and fast tool to permit people who are interested in my company 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 started by going into our menu, into our account when you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that really everything is based around your relationship with Calendly and your calendar. 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 permits Calendly to book those consultations straight to your calendar but it likewise enables Calendly.
And what I imply by this, is things beyond just Calendly appointments however things that are occurring maybe in your personal life or other meetings 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 remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to upload an image.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got 2 events currently that individuals can choose from and when they click on one of those occasions, they are likewise 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 develop for individually. On this screen, the first thing that we require to do is give it an occasion 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. So I’m just gon na call this one, Consulting with Scott, truly basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the choice that you select, 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 person who’s booking that time to list their phone number. I require to know who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to show this number up until they have reserved the appointment. If somebody is considering booking 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 just after they have actually 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 provide their contact number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have several events that you’re gon na be using to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to maybe some of the other events that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they know what they’re getting.
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