Are you an expert, a freelancer or perhaps you’re just looking for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a really easy and quick tool to enable people who are interested in my service and in my work to book time with me. 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. And we want to go to calendar connections due to the fact that really whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar but it likewise enables Calendly.
And what I mean by this, is things beyond just Calendly consultations however things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is certainly 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 submit an image.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got two events currently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.
Let’s state produce for individually. On this screen, the first thing that we need to do is give it an occasion 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. So I’m simply gon na call this one, Meeting Scott, actually simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the alternative that you pick, you may have some extra options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. If someone is thinking about reserving 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 have actually scheduled the time will this number be revealed. But in this case, I’m gon na say, 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 save that alternative here. Down below we can add a description which is something you don’t wan na ignore particularly if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to perhaps some of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting.
Now once we hit 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