Are you a specialist, a freelancer or possibly you’re simply searching for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a quick and extremely easy tool to allow individuals who are interested in my organization and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things started by going into our menu, into our account as soon as you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar but it also permits Calendly.
And what I indicate by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 company or maybe it’s your complete name. I have actually got two events presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular 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 select telephone call in this case. And in a lot of cases, depending upon the option that you pick, you may have some additional choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to know who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. 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 just after they’ve booked the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their phone number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na ignore especially if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe your complete name to get them to your primary 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 particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I simply copy and paste this link, they understand what they’re getting.
And last but not least, we can select a different color. This is extremely helpful if you have multiple events, I’m gon na select red in this case just so it stands out from the other occasions that I have actually already created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of