Are you a specialist, a freelancer or maybe you’re simply looking for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit individuals who are interested in my company 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 started by entering into our menu, into our account when you have actually signed up with Calendly. And among 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 due to the fact that truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just permits Calendly to book those appointments directly to your calendar but it likewise permits Calendly.
And what I imply by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely 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 business or possibly it’s your full name. I’ve got 2 events presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, really easy here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, 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 choice that you pick, you may have some extra choices awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their telephone number. I need to know who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled the consultation. So if somebody 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 just after they’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their contact number. I’m gon na say update, that’s gon na save that option here. If you have numerous events that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na overlook especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or maybe 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 again, you wan na try make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they know what they’re getting also.
And last but not least, we can select a different color. This is really helpful if you have multiple events, I’m gon na select red in this case just so it stands apart 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. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of