Are you a specialist, a freelancer or maybe you’re simply 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 everything you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a fast and really simple tool to allow individuals who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar however it likewise enables Calendly.
And what I imply by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain 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 company or possibly it’s your complete name. I’ve got 2 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 choose that brand-new occasion type, which is gon na open up a brand-new screen.
So let’s state produce for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, truly basic here. So I can recognize, oop, Consulting 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 personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the alternative that you pick, you might have some extra choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the visit. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na overlook especially. I’m just 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 possibly some of the other occasions that I have available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I just copy and paste this link, they understand what they’re getting.
Now when we struck 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