Are you a specialist, a freelancer or possibly you’re just looking 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 everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a fast and extremely simple tool to allow people who have an interest 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 kicked off by entering into our menu, into our account once you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar however it likewise permits Calendly.
And what I imply by this, is things beyond simply Calendly consultations but things that are taking place possibly in your personal life or other conferences 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to publish an image.
You’re gon na wan na put the name of your organization or possibly it’s your full name. I’ve got two 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 choose that new event type, which is gon na open up a new screen.
Let’s state develop for one-on-one. 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 simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the option that you choose, you might have some extra choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to know who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have booked the appointment. So if someone is thinking about scheduling 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 scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na say update, that’s gon na conserve that alternative 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 overlook specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to possibly some of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they understand what they’re getting.
And last but not least, we can pick a different color. This is very helpful if you have numerous occasions, I’m gon na select red in this case just so it stands apart from the other events that I have actually already created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of