Are you a specialist, a freelancer or perhaps you’re just searching for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and very 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 started. So we’re gon na get things kicked off by going into our menu, into our account once 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. Due to the fact that truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it likewise permits Calendly.
And what I mean by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your really 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 just wan na encourage you to publish an image.
You’re gon na wan na put the name of your company 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 pick that new event type, which is gon na open up a brand-new screen.
So let’s say develop for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your referral. 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, truly basic here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second action 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 conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the choice that you choose, you may have some additional choices waiting on you. For instance, 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 note their phone number. I need to understand who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked the appointment. If someone is thinking about 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’ve booked the time will this number be revealed. 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 state update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have multiple events that you’re gon na be offering to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have readily available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service 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. So in this case again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I simply paste this link and copy, they understand what they’re getting too.
Now as soon as 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