Are you an expert, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a fast and really easy tool to enable people who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 really everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar but it also allows Calendly.
And what I imply by this, is things beyond simply Calendly visits however things that are occurring 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 correctly. 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 possibly it’s your full name. I have actually got 2 occasions presently 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 pick that new event 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 require to do is offer it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the alternative that you select, you might have some extra choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their contact number. I need to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to display this number up until they have booked the consultation. So if someone is thinking about booking 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. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have multiple 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 overlook especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they know 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