Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and extremely easy tool to allow people who are interested in my company and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 just enables Calendly to book those visits directly to your calendar but it likewise permits Calendly.
And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 submit an image.
You’re gon na wan na put the name of your business or maybe it’s your full name. I have actually got 2 events 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 choose that brand-new occasion type, which is gon na open up a new screen.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an occasion 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 just gon na call this one, Fulfilling with Scott, really easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add 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 specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the option that you pick, you might have some additional options waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can select this alternative, my invitee ought 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 show this number till they have actually booked the visit. So if somebody is considering reserving 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 have actually scheduled 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 offer their phone number. I’m gon na say upgrade, that’s gon na save that option here. Down below we can add a description which is something you do not wan na ignore especially if you have multiple events that you’re gon na be providing to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they know what they’re getting.
And finally, we can select a different color. This is extremely useful if you have multiple occasions, I’m gon na choose red in this case just so it stands apart from the other events that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of