Are you a consultant, a freelancer or maybe you’re just trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hey there everyone, 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 very easy and quick tool to allow people who are interested in my business and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because truly everything 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 visits straight to your calendar but it likewise enables Calendly.
And what I suggest by this, is things beyond simply Calendly visits but 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 extremely 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 simply wan na motivate you to submit an image.
You’re gon na wan na put the name of your business or possibly it’s your complete name. I have actually got two occasions presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a brand-new screen.
Let’s say develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this an in person conference, a phone 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 select call in this case. And in many cases, depending on the choice that you choose, you might have some extra options waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their contact number. I require to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the visit. If somebody 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 reserved 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 provide their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have several occasions that you’re gon na be using to your users, down below we can include a description which is something you do not wan na overlook specifically. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page however 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. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they know what they’re getting.
Now once 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