Are you a specialist, a freelancer or perhaps you’re just searching for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and very simple tool to allow individuals who have an interest in my business and in my work to book time with me. So 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 as soon as you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want 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 add one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar but it likewise permits Calendly.
And what I imply by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely 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 upload an image.
You’re gon na wan na put the name of your service or perhaps it’s your full name. I have actually got two occasions presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include 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 meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the choice that you select, you might have some additional options waiting on you. For example, 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 telephone number. I require to understand who I’m calling or I can select this option, my invitee needs to call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have booked the appointment. So if someone is considering scheduling 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 revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na neglect specifically 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 conference with Scott for a consulting session, something like that, simply something so they can differentiate 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 already talked briefly about having your domain name or your company name or possibly your full name to get them to your primary Calendly page but 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. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they understand what they’re getting as well.
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