Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight 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 are interested in my company and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things began by going into our menu, into our account once you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since actually 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 allows Calendly to book those consultations straight to your calendar however it likewise allows Calendly.
And what I indicate by this, is things beyond simply Calendly visits but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your very 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 simply wan na motivate you to submit an image.
You’re gon na wan na put the name of your service or perhaps it’s your full name. I’ve got 2 events currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.
So let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell our users upfront, is this an in person conference, a phone 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 listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the option that you choose, you might have some additional choices waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this option, my guest needs to 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 actually reserved the consultation. So if someone is thinking about 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 only after they’ve reserved 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 update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na overlook particularly if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they understand what they’re getting.
Now when we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of