Are you a consultant, a freelancer or possibly you’re simply looking for more leads and permitting 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 understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a very simple and quick 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 as soon as you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we desire 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 only allows Calendly to book those visits directly to your calendar however it also enables Calendly.
And what I suggest by this, is things beyond simply Calendly visits however things that are taking place perhaps in your individual life or other meetings 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 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 motivate you to publish an image.
You’re gon na wan na put the name of your service or maybe it’s your full name. I’ve got two events 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 select that brand-new occasion type, which is gon na open up a new screen.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly basic 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 conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the choice that you choose, you might have some additional choices waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their telephone number. I require to know who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number until they have reserved the appointment. If somebody is considering 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 reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that choice here. If you have several occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na overlook particularly. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to possibly a few of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting.
And lastly, we can select a different color. This is extremely useful if you have numerous occasions, I’m gon na select red in this case so it sticks out from the other occasions that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of