Are you a consultant, a freelancer or maybe you’re just trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a extremely easy and fast tool to enable individuals who have an interest in my service and in my work to book time with me. So 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’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually 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 visits straight to your calendar however it also permits Calendly.
And what I imply by this, is things beyond just Calendly consultations however things that are taking place maybe in your personal life or other meetings 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 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 business or maybe it’s your full name. I have actually got 2 occasions presently that people can select from and when they click on one of those occasions, 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.
Let’s state produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your reference. 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, Meeting Scott, actually easy here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action 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 noted here. In our example, I’m gon na pick call in this case. And in many cases, depending on the option that you choose, you may have some additional options waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their telephone number. I require to know who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have booked the appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na conserve that option here. If you have several events that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook particularly. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to possibly a few of the other events that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they know what they’re getting.
Now as soon as 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