Are you a specialist, a freelancer or maybe you’re just looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to enable individuals who have an interest in my organization and in my work to book time with me. I wan na show 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 one of the top places that you’re gon na wan na go is up here to your account. Since 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 add one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar however it also allows Calendly.
And what I imply by this, is things beyond just Calendly appointments however things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain 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 company or perhaps it’s your complete name. I have actually got 2 events currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new occasion 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 provide it an occasion name. Now keep in mind, this is more than just your referral. 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, Consulting with Scott, truly simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the alternative that you choose, you may have some additional choices awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. If somebody is thinking about booking 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 scheduled the time will this number be exposed. 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 say update, that’s gon na save that option here. If you have numerous events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na ignore particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply 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 company name or perhaps your full 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 again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, 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 also.
And last but not least, we can choose a different color. This is very practical if you have multiple occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of