Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a really simple and quick tool to enable individuals who are interested in my service and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off 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. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it likewise allows Calendly.
And what I indicate by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na stay 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 company or maybe it’s your full name. I have actually got two occasions currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a 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 event name. Now keep in mind, this is more than simply your referral. 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, Meeting with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular 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 pick telephone call in this case. And in a lot of cases, depending on the option that you select, you might have some extra alternatives waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can select this option, my guest needs to call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have scheduled the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na overlook specifically. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly a few of the other events that I have offered. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they know what they’re getting also.
And last but not least, we can pick a various color. This is really valuable if you have numerous occasions, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of