Are you a consultant, a freelancer or maybe you’re simply looking for 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 everything you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to enable people who are interested in my business 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 have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because really 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 make certain that you include several calendar accounts. This not only enables Calendly to book those consultations straight to your calendar but it likewise enables Calendly.
And what I suggest by this, is things beyond just Calendly appointments however things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 encourage you to submit an image.
You’re gon na wan na put the name of your service or perhaps it’s your full name. I have actually got two occasions presently that people 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 event type, which is gon na open up a brand-new screen.
Let’s say produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, 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, Meeting Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the option that you select, you might have some additional alternatives waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my guest should call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the visit. If somebody 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’ve booked the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na ignore especially if you have multiple events that you’re gon na be offering to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other events that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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 separate URL. So in this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they know what they’re getting as well.
And last but not least, we can pick a different color. This is extremely practical if you have several events, I’m gon na choose red in this case so it stands apart from the other events that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of