Are you a specialist, a freelancer or maybe you’re just trying to find more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a very easy and fast tool to enable individuals who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account as soon as you have actually joined 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 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 include one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar however it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly appointments however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your extremely 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 encourage you to publish an image.
You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got two occasions presently 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 brand-new event type, which is gon na open up a brand-new screen.
Let’s say create for one-on-one. 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 recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, truly basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to include a place and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the option that you select, you might have some extra options waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their contact number. I require to understand who I’m calling or I can select this alternative, my guest must call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the consultation. If someone is thinking about scheduling 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 have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na ignore particularly. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to perhaps some of the other events that I have readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or maybe your complete 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 again, you wan na try make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply copy and paste this link, they understand what they’re getting too.
Now when 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