Are you an expert, a freelancer or maybe 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 show you whatever you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a fast and really simple tool to enable people who are interested in my business 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 as soon as you have actually 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 want to go to calendar connections since 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 add one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar but it also allows Calendly.
And what I mean by this, is things beyond just Calendly appointments but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your extremely 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 encourage you to publish an image.
You’re gon na wan na put the name of your business or perhaps it’s your full name. I have actually got two occasions presently 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 pick that brand-new event type, which is gon na open up a new screen.
So let’s state produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly easy here. I can determine, 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 an in person meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the alternative that you select, you might have some additional alternatives awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can add my desired phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually 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 just after they’ve 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 supply their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na overlook especially. 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 separate what this event is about compared to maybe a few of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they know what they’re getting.
And finally, we can choose a various color. This is extremely useful if you have several occasions, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of