Are you a specialist, a freelancer or maybe you’re just searching for more leads and permitting people to quickly and professionally 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 delight in less stress. And I’ve used Calendly for a while now. It is a fast and very easy 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. So we’re gon na get things started by entering into our menu, into our account when you’ve joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just permits Calendly to book those visits straight to your calendar however it likewise allows Calendly.
And what I suggest by this, is things beyond just Calendly consultations but things that are taking place possibly in your personal 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 encourage you to upload an image.
You’re gon na wan na put the name of your service or perhaps it’s your full name. I’ve got 2 events presently that people can choose 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 event type, which is gon na open up a brand-new screen.
So let’s say produce for one-on-one. 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 recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the option that you choose, 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 individual who’s booking that time to note their phone number. I need to know who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have scheduled the visit. If someone is considering 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 only after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect particularly. 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 event is about compared to possibly some of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe your complete 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 try make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they understand what they’re getting as well.
And finally, we can pick a various color. This is very handy if you have numerous occasions, I’m gon na select red in this case so it stands out from the other events that I’ve currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of