Are you a specialist, a freelancer or possibly you’re just trying to find more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a extremely easy and fast tool to allow people who have an interest in my organization 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 when 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. And we wish to go to calendar connections because really everything is based around your relationship with Calendly and your calendar. 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 permits Calendly to book those appointments straight to your calendar however it also permits Calendly.
And what I suggest by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your very 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 publish an image.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got two events currently that people can select 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 occasion type, which is gon na open up a new screen.
So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually simple here. I can recognize, oop, Satisfying 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 particular conferencing conference such as using 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 in most cases, depending upon the option that you choose, you might have some additional choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have 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 say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect especially. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they know what they’re getting.
Now when we hit 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