Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and very easy tool to permit people who are interested in my company 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 when you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because really 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 consultations directly to your calendar however it likewise allows Calendly.
And what I imply by this, is things beyond just Calendly appointments but things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is absolutely 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 service or perhaps it’s your full name. I have actually got 2 occasions currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen.
Let’s say create for individually. 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 reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the option that you pick, you may have some extra choices waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their contact number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have reserved the appointment. 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 have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, 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 numerous occasions that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly a few of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I simply paste this link and copy, they understand what they’re getting too.
And finally, we can select a different color. This is really valuable if you have several occasions, I’m gon na pick red in this case just so it stands apart from the other events that I’ve 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. So by opening this app, you’re gon na see a lot of