Are you a consultant, a freelancer or perhaps you’re just looking 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 everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a extremely simple and quick 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 started. So we’re gon na get things began 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 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 ensure that you include one or more calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it likewise enables Calendly.
And what I indicate by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 encourage you to publish an image.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got two occasions 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 choose that brand-new occasion type, which is gon na open up a new screen.
So let’s say develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the choice that you pick, you may have some additional options waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually scheduled the visit. 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 booked 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 provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook especially. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization 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 attempt make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting.
Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of