Are you a consultant, 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 show you everything you need to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and really simple tool to enable people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. 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 top places that you’re gon na wan na go is up here to your account. Due to the fact that actually 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 ensure that you add one or more calendar accounts. This not only enables Calendly to book those visits directly to your calendar but it also allows Calendly.
And what I imply by this, is things beyond just Calendly visits but things that are taking place possibly 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 properly. Next up, we wan na remain 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 service or possibly it’s your complete name. I have actually got two occasions currently 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 pick that brand-new event 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 event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the alternative that you select, you may have some additional options waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have booked the consultation. If somebody is considering 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’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na overlook particularly if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to perhaps a few of the other occasions that I have available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting also.
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