Are you an expert, a freelancer or maybe you’re simply searching for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and really easy tool to allow people who have an interest in my service 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 when you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because 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 just allows Calendly to book those appointments directly to your calendar however it also enables Calendly.
And what I suggest by this, is things beyond simply Calendly visits but things that are occurring maybe in your personal 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 properly. 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 motivate you to publish an image.
You’re gon na wan na put the name of your service or possibly it’s your full name. I’ve got 2 events presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new event type, which is gon na open up a brand-new screen.
Let’s say develop for one-on-one. 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 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, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the alternative that you pick, you might have some extra alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. So if somebody 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 immediately, it’s only after they have actually reserved 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 below we can add a description which is something you don’t wan na neglect especially if you have numerous events that you’re gon na be providing to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other occasions that I have available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they understand what they’re getting.
Now once 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