Are you a consultant, a freelancer or possibly you’re just searching for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to enable people who are interested in my business 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 as soon as you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually 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 enables Calendly to book those appointments directly to your calendar however it also allows Calendly.
And what I suggest by this, is things beyond simply Calendly visits however things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 encourage you to submit an image.
You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got 2 occasions presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
So let’s say produce 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 just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some extra choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. If somebody 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 away, it’s only after they have actually scheduled 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 supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have several occasions that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na ignore especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other occasions that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or possibly your complete 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 again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they understand what they’re getting as well.
Now once we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of