Are you a specialist, a freelancer or maybe you’re just looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to enable individuals who have an interest 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 as soon as you’ve 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 everything 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 add one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar however it also allows Calendly.

And what I imply by this, is things beyond just Calendly appointments however things that are happening possibly in your individual life or other conferences 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 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 company or perhaps it’s your complete name. I have actually got 2 events currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.

So let’s state produce for individually. On this screen, the first thing that we need to do is provide it an occasion 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. So I’m simply gon na call this one, Consulting with Scott, truly simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the alternative that you choose, you may have some additional choices awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. If somebody is thinking about 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 just after they’ve 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 provide their phone number. I’m gon na say update, that’s gon na save that option here. If you have numerous events 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 ignore particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have 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 company 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 different URL. In this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they understand what they’re getting also.

And last but not least, we can choose a different color. This is very practical if you have multiple occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and permitting individuals to easily and professionally 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 everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and very simple tool to enable individuals who are interested in my service and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when 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. Because actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar but it also allows Calendly.

And what I imply by this, is things beyond just Calendly visits but things that are happening perhaps in your personal life or other conferences that come up as a part of your day. This is absolutely 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 just wan na motivate you to publish an image.

Now this is probably more important than you believe. In most cases, you’re gon na wan na put the name of your organization or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications occur. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up several occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and edit existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple guests meet you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one conference.

Let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually basic here. I can identify, oop, Meeting 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 conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending on the option that you choose, you may have some extra choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this option, 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 until they have scheduled the appointment. So if somebody is thinking about 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 scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have several occasions that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to maybe a few of the other events that I have available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they know 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 event. By opening this app, you’re gon na see a lot of