Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to enable individuals who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar but it also enables Calendly.
And what I suggest by this, is things beyond just Calendly visits but things that are occurring maybe in your individual 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 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 publish an image.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I have actually got two occasions currently that people can select 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 brand-new screen.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the alternative that you pick, you may have some extra options awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I require to know who I’m calling or I can select this choice, my invitee must call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve booked 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 offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have several occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore especially. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to possibly some of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your complete 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. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however also if I just copy and paste this link, they know what they’re getting too.
And finally, we can pick a various color. This is really useful if you have multiple occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of