Are you an expert, a freelancer or perhaps you’re simply searching for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a really simple and fast tool to permit individuals who have an interest in my company 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 kicked off by going into our menu, into our account as soon as you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because 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 just enables Calendly to book those appointments directly to your calendar but it likewise allows Calendly.
And what I imply by this, is things beyond simply Calendly visits however things that are occurring possibly in your personal 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 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 company or perhaps it’s your full name. I have actually got two occasions presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.
Let’s say create 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 just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone 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 choose phone call in this case. And oftentimes, depending upon the alternative that you choose, you might have some extra alternatives awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this choice, my invitee should call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly a few of the other events that I have offered. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or perhaps your full 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 try make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they know what they’re getting as well.
And lastly, we can choose a different color. This is extremely valuable if you have numerous events, I’m gon na choose red in this case so it sticks out from the other events that I have actually already developed. Now once 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 event. By opening this app, you’re gon na see a lot of