Are you a consultant, a freelancer or perhaps you’re simply 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 show you whatever you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping 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 extremely simple tool to permit people who have an interest in my business and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account when you’ve joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar but it also enables Calendly.
And what I mean by this, is things beyond just Calendly appointments but things that are occurring perhaps in your individual 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 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 service or maybe it’s your full name. I’ve got 2 occasions presently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-new screen.
Let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the choice that you pick, you may have some additional choices waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I require to know who I’m calling or I can pick this choice, my guest must call me. In this case, I can add 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 booked the appointment. 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 booked 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 state upgrade, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na ignore specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to perhaps some of the other events that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company 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 different URL. In this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting also.
And last but not least, we can choose a various color. This is very handy if you have several occasions, I’m gon na select red in this case so it sticks out from the other events that I’ve currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of