Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a extremely simple and fast tool to allow people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account once you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 allows Calendly.
And what I suggest by this, is things beyond simply Calendly visits 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 definitely gon na be your very 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 motivate you to submit an image.
You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got 2 events presently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, truly easy here. So I can determine, oop, Meeting with 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 personally conference, a call or is it gon na be a particular conferencing meeting 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 select call in this case. And in a lot of cases, depending on the choice that you pick, you may have some additional options waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to display this number until they have reserved the visit. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they have actually reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can include a description which is something you don’t wan na neglect especially if you have numerous occasions that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they know what they’re getting too.
Now once we hit 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