Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to enable 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. 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 first places that you’re gon na wan na go is up here to your account. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it likewise allows Calendly.
And what I suggest by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is absolutely 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 just wan na motivate you to publish an image.
You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got 2 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 pick that brand-new occasion type, which is gon na open up a new screen.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, 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 basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include a place 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending on the choice that you pick, you might have some extra options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest must call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have booked the appointment. If someone is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na ignore particularly. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business 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 separate URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting as well.
Now when we hit 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