Are you an expert, a freelancer or maybe you’re simply trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit people who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account once you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just allows Calendly to book those appointments straight to your calendar however it likewise allows Calendly.
And what I imply by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate 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’ve got two events currently 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 choose that new event type, which is gon na open up a brand-new screen.
So let’s say 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 simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, truly easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending on the choice that you choose, you might have some extra options awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their contact number. I need to know who I’m calling or I can select this option, my guest needs to call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the consultation. If somebody is considering 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 booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say 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 particularly if you have several events that you’re gon na be providing to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to perhaps a few of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting as well.
And last but not least, we can select a various color. This is extremely useful if you have numerous events, I’m gon na select red in this case just so it sticks out from the other events that I have actually already created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of