Are you a specialist, a freelancer or maybe you’re just searching 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 everything you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a fast and really simple tool to allow individuals who have an interest in my organization and in my work to book time with me. So 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 when you’ve signed up with Calendly. And among 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 really everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those appointments directly to your calendar but it also allows Calendly.
And what I indicate by this, is things beyond simply Calendly appointments but things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 simply wan na encourage you to submit an image.
You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got two events presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a 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 remember, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending on the alternative that you choose, you may have some extra options awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve booked the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their contact number. I’m gon na state update, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na neglect specifically. I’m just gon na say, 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 maybe some of the other occasions that I have readily available. And after that simply 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 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 particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they understand what they’re getting as well.
And last but not least, we can choose a different color. This is really helpful if you have multiple occasions, I’m gon na select red in this case just so it sticks out from the other events that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of