Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a very simple and quick tool to enable people who have an interest in my company 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 among 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly consultations but things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is definitely 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 just wan na motivate you to submit an image.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got 2 events presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.
Let’s say create for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly simple here. So I can identify, 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 meeting, a telephone call or is it gon na be a particular conferencing meeting 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 most cases, depending on the option that you pick, you may have some extra alternatives awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their contact number. I require to understand who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have reserved the appointment. If somebody is thinking about 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 only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their phone 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 ignore specifically 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 meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to maybe a few of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they know what they’re getting as well.
And last but not least, we can select a different color. This is very handy if you have numerous occasions, I’m gon na select red in this case just so it sticks out from the other events that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of