Are you a specialist, a freelancer or perhaps you’re just searching for more leads and permitting people to quickly 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 Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a quick and extremely simple tool to permit individuals who are interested in my business and in my work to book time with me. So 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 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. Due to the fact that truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not only allows Calendly to book those consultations directly to your calendar but it also allows Calendly.

to check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize several calendars to look for disputes more than just the one that you have actually chosen up here and you can also specify which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. 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 encourage you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you want to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got two occasions currently 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 select that new event type, which is gon na open up a new screen.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other events that I have available.

And lastly, we can choose a different color. This is extremely valuable if you have several occasions, I’m gon na choose red in this case so it sticks out from the other events that I’ve already created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of

Are you a consultant, a freelancer or possibly you’re just trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a really easy and fast tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by going into our menu, into our account as soon as you have actually registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because actually 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 include one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar however it also permits Calendly.

to inspect other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can likewise define which calendar to include those consultations to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections established correctly. Simply choose add calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. 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 upload an image. If this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And lastly, we can click the my link.

You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got 2 occasions presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a new screen.

So let’s state produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference 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 telephone call in this case. And in many cases, depending upon the alternative that you select, you may have some extra options waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their contact number. I need to understand who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have reserved the consultation. If somebody is thinking about 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 only after they have actually scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na state upgrade, that’s gon na save that option here. If you have several occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na overlook specifically. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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. In this case again, you wan na try make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting as well.

Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of