Are you a consultant, a freelancer or maybe you’re simply searching for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to permit 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 begun. So we’re gon na get things kicked off by going into our menu, into our account as soon as you have actually joined 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 actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just enables Calendly to book those consultations directly to your calendar but it also enables Calendly.
And what I imply by this, is things beyond simply Calendly consultations however things that are occurring possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 business or perhaps it’s your complete name. I’ve got two events presently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.
Let’s say produce for individually. 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 at your Calendly page. I’m just gon na call this one, Meeting with Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending on the choice that you pick, you might have some extra alternatives awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number till they have booked the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve reserved the time will this number be exposed. But 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 update, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have several occasions that you’re gon na be providing to your users. I’m simply 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 is about compared to perhaps some of the other events that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they know what they’re getting.
And lastly, we can pick a various color. This is really useful if you have multiple occasions, I’m gon na choose red in this case just so it stands apart from the other events that I have actually currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of