Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting 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 quick tool to enable people who have an interest in my company 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 started by going into our menu, into our account once 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 want to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. 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 consultations directly to your calendar but it also allows Calendly.
And what I mean by this, is things beyond simply Calendly appointments however things that are occurring maybe in your individual life or other conferences 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 properly. 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 organization or maybe it’s your full name. I’ve got two events currently that people can choose from and when they click on one of those events, 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 brand-new screen.
So let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the option that you select, you may have some additional choices waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their telephone number. I require to know who I’m calling or I can select this option, my invitee needs to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the visit. So if someone 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’ve scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na overlook 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 distinguish what this occasion is about compared to maybe some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business 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 again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting as well.
And finally, we can pick a various color. This is extremely useful if you have multiple events, I’m gon na select red in this case so it sticks out from the other occasions that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of