Are you a specialist, a freelancer or maybe you’re simply searching for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and extremely easy tool to permit people who are interested in my organization and in my work to book time with me. So I wan na reveal 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 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 due to the fact that truly whatever is based around your relationship with Calendly and your calendar. 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 enables Calendly to book those visits straight to your calendar but it likewise enables Calendly.
And what I suggest by this, is things beyond just Calendly consultations however things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is definitely 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 motivate you to upload an image.
You’re gon na wan na put the name of your service or perhaps it’s your full name. I have actually got two occasions presently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new event 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 need to do is give it an occasion name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing conference 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 select call in this case. And in most cases, depending upon the option that you select, you may have some extra options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this choice, my guest must call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the visit. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to possibly some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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. So in this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they know what they’re getting too.
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