Are you a specialist, a freelancer or maybe you’re just looking for more leads and enabling 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 know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a quick and extremely simple tool to permit individuals who are interested in my company 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 once you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since truly 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 add one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it also permits Calendly.
And what I imply by this, is things beyond simply Calendly visits however things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 encourage you to publish an image.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got 2 events currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na pick 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 need to do is give it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform 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 custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the alternative that you pick, you might have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this option, my guest ought to call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they have actually reserved the time will this number be revealed. However 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 upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na overlook especially if you have numerous occasions that you’re gon na be offering 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 some of the other occasions that I have readily 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 perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting.
Now when we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of