Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a quick and really simple tool to allow people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. 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 among the top places that you’re gon na wan na go is up here to your account. Since actually 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 include one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar however it also enables Calendly.
And what I imply by this, is things beyond just Calendly consultations however things that are happening perhaps in your individual life or other conferences 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 just wan na encourage you to submit an image.
You’re gon na wan na put the name of your service or perhaps it’s your complete name. I have actually got two events presently that individuals can pick 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.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending on the choice that you choose, you might have some extra choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this alternative, my guest 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 show this number until they have actually reserved the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na ignore especially if you have numerous events that you’re gon na be providing to your users. 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 available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they understand what they’re getting also.
And finally, we can choose a various color. This is extremely handy if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other events that I’ve already 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