Are you a consultant, a freelancer or perhaps you’re just searching for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a really easy and fast 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 started. So we’re gon na get things began 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. 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those appointments straight to your calendar but it also enables Calendly.
And what I indicate by this, is things beyond simply Calendly appointments however 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 extremely 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 encourage you to publish an image.
You’re gon na wan na put the name of your service or maybe it’s your complete name. I have actually got 2 events currently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. 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 telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the alternative that you choose, you may have some additional options waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. If somebody is considering booking 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 revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na neglect particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to possibly a few of the other events that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name 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 once again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they know what they’re getting also.
And last but not least, we can pick a different color. This is very valuable if you have multiple occasions, I’m gon na choose red in this case so it stands apart 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 lot of