Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a very easy and fast tool to allow people who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables 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 however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your really 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 just wan na motivate you to upload an image.
You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got two occasions presently that people can pick 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 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 provide it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific 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 select phone call in this case. And in most cases, depending upon the alternative that you pick, you may have some additional options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this alternative, my guest must call me. In this case, I can add my desired contact number here and the great thing with Calendly is that it’s not going to display this number up until they have booked the appointment. 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 away, it’s only after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have several events that you’re gon na be using to your users. So I’m simply gon na say, 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 events that I have offered. And then simply listed below the description, we have our occasion link. Now we already 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 different URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they understand what they’re getting also.
Now once 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