Are you a consultant, a freelancer or perhaps you’re simply looking 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 whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a very easy and fast tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because truly everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those appointments straight to your calendar but it also permits Calendly.
And what I imply by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other conferences 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 motivate you to upload an image.
You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got two events presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a brand-new screen.
So let’s say create for individually. On this screen, the first thing that we require to do is give 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, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the option that you choose, you might have some extra choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the consultation. So 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 now, it’s only after they have actually reserved the time will this number be exposed. 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 option here. If you have multiple events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na ignore particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they understand what they’re getting too.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of