Are you an expert, a freelancer or perhaps you’re just looking for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a extremely simple and fast tool to allow people who have an interest in my service and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the top 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. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those consultations directly to your calendar however it likewise permits Calendly.
And what I suggest by this, is things beyond simply Calendly appointments however things that are happening perhaps 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 correctly. Next up, we wan na remain 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 organization or possibly it’s your full name. I have actually got two events currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a brand-new screen.
Let’s state produce for one-on-one. 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 simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, truly simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the alternative that you pick, you might have some additional options awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can choose this choice, my guest should 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 display this number up until they have actually scheduled the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they have actually reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na neglect especially if you have numerous events that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to perhaps some of the other events that I have readily available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they know what they’re getting.
And last but not least, we can select a various color. This is extremely valuable if you have numerous occasions, I’m gon na select red in this case so it sticks out from the other occasions that I’ve currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of