Are you an expert, a freelancer or maybe you’re simply trying to find 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 everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and really simple tool to allow people who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account once you’ve joined Calendly. And among the first 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. 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 allows Calendly to book those visits directly to your calendar however it likewise allows Calendly.
And what I suggest by this, is things beyond simply Calendly visits however things that are taking place maybe 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 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 motivate you to publish an image.
You’re gon na wan na put the name of your business or possibly it’s your complete name. I have actually got 2 events currently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually basic here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our second step is to include a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the choice that you select, you may have some extra options awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their contact number. I require to understand who I’m calling or I can pick this choice, my guest must call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number until they have scheduled the consultation. So if someone is considering 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 only after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can add a description which is something you don’t wan na overlook especially if you have several events that you’re gon na be using to your users. 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 differentiate what this occasion has to do with compared to possibly a few of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they know what they’re getting.
And lastly, we can pick a different color. This is really handy if you have numerous occasions, I’m gon na choose red in this case just so it stands apart from the other events that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of