Are you an expert, a freelancer or perhaps you’re just trying to find more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a fast and extremely simple tool to permit individuals who are interested in my service 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 began by going into our menu, into our account when 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. 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 several calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it likewise permits Calendly.
And what I indicate by this, is things beyond just Calendly visits however things that are taking place possibly in your personal 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 properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image.
You’re gon na wan na put the name of your company 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 also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really basic here. I can determine, oop, Satisfying 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 a face to face conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the option that you select, you might have some extra choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. If someone is considering 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 have actually booked the time will this number be revealed. However 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 save that choice here. If you have multiple occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na ignore especially. So I’m simply gon na state, this is a meeting 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 a few of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service 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 separate URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they know what they’re getting.
Now as soon as we struck 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