Are you an expert, a freelancer or maybe you’re just trying to find more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to enable people who have an interest in my organization and in my work to book time with me. I wan na reveal 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 one of the first places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we desire 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 directly to your calendar but it also permits Calendly.
And what I imply by this, is things beyond simply Calendly visits but things that are occurring possibly 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 correctly. Next up, we wan na remain 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 business or possibly it’s your full name. I have actually got two occasions presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a new screen.
Let’s state create for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, really simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the option that you choose, you might have some additional options waiting for you. 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 note their phone number. I require to understand who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually booked the appointment. So if someone 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 now, it’s just after they have actually 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 offer their phone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na overlook specifically if you have several events that you’re gon na be providing to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to possibly a few of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your main 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 possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they understand what they’re getting also.
Now as soon as 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