Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a extremely simple and fast tool to permit people who have an interest in my service and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things kicked off by going 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. And we wish to go to calendar connections since truly 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 include one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar however it also allows Calendly.
And what I mean by this, is things beyond simply Calendly consultations but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 encourage you to publish an image.
You’re gon na wan na put the name of your company or perhaps it’s your complete name. I have actually got 2 occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.
So let’s say produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending upon the choice that you pick, you might have some additional options awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have several occasions that you’re gon na be providing to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your full 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 once again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, 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