Are you an expert, a freelancer or maybe you’re simply looking for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a quick and extremely easy tool to enable individuals who have an interest in my company and in my work to book time with me. So I wan na reveal 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 top places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar but it likewise permits Calendly.

And what I imply by this, is things beyond simply Calendly visits however things that are occurring perhaps in your personal life or other conferences 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 properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to upload an image.

You’re gon na wan na put the name of your business or possibly it’s your complete name. I have actually got 2 events presently that individuals can select 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 event type, which is gon na open up a 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 occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place 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 utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you select, you may have some extra choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their telephone number. I need to know who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. 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 revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na overlook especially. 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 possibly some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or maybe your complete name to get them to your primary 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. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they understand what they’re getting.

Now when 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

Are you an expert, a freelancer or perhaps you’re simply looking for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and really simple tool to enable individuals who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since really everything 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 include one or more calendar accounts. This not only permits Calendly to book those appointments straight to your calendar however it also permits Calendly.

And what I mean by this, is things beyond just Calendly consultations however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 simply wan na motivate you to submit an image.

Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your business or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the home screen where you can include and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We have actually got two options here, we can either develop an individually conference or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, most of people are using Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have available.

Now as soon as we struck 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