Are you a specialist, a freelancer or perhaps you’re just looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require 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 have actually used Calendly for a while now. It is a quick and very easy tool to permit people who have an interest in my company and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account as soon as you’ve registered 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 add several calendar accounts. This not only enables Calendly to book those appointments straight to your calendar however it also permits Calendly.
And what I indicate by this, is things beyond simply Calendly visits but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your extremely 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 simply wan na motivate you to publish an image.
You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got two occasions presently that individuals can choose from and when they click on one of those occasions, 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 brand-new screen.
So let’s state produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the option that you pick, you might have some additional choices awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their contact number. I require to know who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number up until they have reserved the visit. So if somebody is thinking about reserving 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 have actually 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 supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na overlook especially if you have numerous occasions that you’re gon na be using to your users. So I’m just gon na say, this is a meeting 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 readily available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they understand what they’re getting.
And finally, we can select a various color. This is extremely handy if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of