Are you an expert, a freelancer or possibly you’re just searching 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 require to know to use Calendly Hello everybody, 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 quick and really easy tool to enable people who have an interest in my organization and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things began by entering into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because truly everything 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 add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
And what I indicate by this, is things beyond just Calendly appointments 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 absolutely gon na be your really 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 just wan na motivate you to publish an image.
You’re gon na wan na put the name of your service or maybe it’s your complete name. I’ve got two occasions presently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually simple 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 inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly 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 many cases, depending upon the choice that you pick, you might have some additional choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to know who I’m calling or I can choose this option, my guest must call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to show this number till they have booked the visit. If somebody is considering 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 exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their telephone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na neglect especially if you have several 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 maybe some of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we currently 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 separate URL. In this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just paste this link and copy, they understand what they’re getting too.
And finally, we can pick a various color. This is extremely helpful if you have numerous events, I’m gon na select red in this case just so it stands apart from the other events that I have actually currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of