Are you a specialist, a freelancer or maybe you’re simply searching for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a very simple and quick tool to permit people who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account once you have actually signed up with 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 because really everything is based around your relationship with Calendly and your calendar. The 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 consultations directly to your calendar but it likewise enables Calendly.
And what I imply by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your individual 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 motivate you to submit an image.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got 2 events currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a brand-new screen.
Let’s state 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 people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to add a location and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the option that you pick, you might have some extra options waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their telephone number. I require to know who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the consultation. So if someone 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 now, it’s just after they have actually scheduled 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 alternative here. If you have numerous occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook particularly. So I’m just gon na say, 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 perhaps a few of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. 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 simple for me to identify however likewise if I simply copy and paste this link, they know what they’re getting.
Now once 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