Are you an expert, a freelancer or possibly you’re simply looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a extremely simple and quick tool to permit individuals who have an interest 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 when you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 permits Calendly to book those visits straight to your calendar however it also allows Calendly.
And what I mean by this, is things beyond just Calendly consultations but things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely 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 company or possibly it’s your complete name. I have actually got two occasions presently that individuals can choose 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 individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference 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 select telephone call in this case. And in most cases, depending on the choice that you select, you might have some extra alternatives awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can select this choice, my guest needs to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have reserved the visit. If someone 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 have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook especially. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to possibly a few of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however also if I simply copy and paste this link, they understand what they’re getting too.
Now when 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