Are you an expert, a freelancer or possibly you’re simply searching for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a quick and very simple tool to permit individuals who are interested in my company and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things started by entering into our menu, into our account as soon as 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. Because truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 appointments straight to your calendar but it also enables Calendly.
And what I suggest by this, is things beyond simply Calendly consultations however things that are taking place maybe 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 correctly. 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 encourage you to upload an image.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got 2 events currently 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 pick that brand-new event type, which is gon na open up a brand-new screen.
So let’s say develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, truly simple here. So I can recognize, 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 a face to face meeting, a phone call or is it gon na be a specific conferencing meeting 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 phone call in this case. And oftentimes, depending upon the alternative that you pick, you might have some additional alternatives awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this choice, my guest must call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually booked the visit. So 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 only after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na neglect specifically. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate 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 event link. Now we already talked briefly about having your domain or your company name or maybe your complete 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 again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.
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