Are you a specialist, a freelancer or possibly you’re just looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to allow individuals 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. We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly consultations but things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your extremely 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 upload an image.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got 2 events currently that individuals can choose from and when they click on one of those occasions, 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 create for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, really easy here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add 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 specific 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 choose call in this case. And oftentimes, depending upon the option that you choose, you might have some additional choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the appointment. If someone is considering booking 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 booked 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 supply their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na neglect particularly. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or perhaps your complete name to get them to your primary 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. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they know what they’re getting as well.
And finally, we can choose a different color. This is very helpful if you have several events, I’m gon na select red in this case so it sticks out from the other occasions that I have actually currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of