Are you an expert, a freelancer or perhaps you’re simply searching for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a extremely easy and quick tool to permit people who are interested 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 entering into our menu, into our account as soon as you’ve joined Calendly. And among the top 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 add one or more calendar accounts. This not just enables Calendly to book those consultations directly to your calendar however it also permits Calendly.
And what I mean by this, is things beyond simply Calendly consultations however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image.
You’re gon na wan na put the name of your business or possibly it’s your complete name. I have actually got two occasions 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 brand-new occasion type, which is gon na open up a new screen.
Let’s say develop for individually. 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 just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the alternative that you pick, you may have some extra alternatives waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have booked the visit. If somebody is thinking about 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 booked the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na say upgrade, that’s gon na save 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 neglect particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they know what they’re getting also.
Now when we hit 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