Are you a consultant, a freelancer or possibly you’re just looking for more leads and allowing 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, 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 fast and extremely easy tool to enable individuals who are interested in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account once you’ve registered with Calendly. And one of 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 because actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it likewise permits Calendly.
And what I indicate by this, is things beyond just Calendly consultations but things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your very 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 motivate you to upload an image.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I have actually got two events presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.
So let’s say create for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the alternative that you choose, you may have some extra choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their contact number. I require to know who I’m calling or I can pick this choice, my invitee should call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. So 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 now, it’s just after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that option here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na neglect especially. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to possibly a few of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we already 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 different URL. In this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they know what they’re getting too.
And finally, we can choose a various color. This is very useful if you have several occasions, I’m gon na pick red in this case just so it stands out from the other events that I have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of