Are you an expert, a freelancer or maybe you’re just looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping 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 permit people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve registered 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 due to the fact that truly everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those appointments straight to your calendar however it likewise enables Calendly.

And what I suggest 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 absolutely gon na be your really 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 submit an image.

Now this is probably more important than you believe. 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 website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently 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 comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s go back 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 2 occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open a new screen. We have actually got two options here, we can either produce an individually meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for individually meeting.

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 upgrade, that’s gon na conserve that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other events that I have readily available.

And finally, we can choose a different color. This is really practical if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other events that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Are you an expert, a freelancer or possibly you’re just looking for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hi 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 very simple and fast tool to enable people who have an interest in my business 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 kicked off by going into our menu, into our account when you have actually joined Calendly. And among 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 desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just allows Calendly to book those appointments directly to your calendar however it also permits Calendly.

And what I imply by this, is things beyond just Calendly visits however things that are happening maybe in your personal 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 remain 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.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got two events presently 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 pick that brand-new event 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 offer it an event name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the alternative that you pick, you might have some extra options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this choice, my guest should call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number till they have reserved the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact 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 say, I will call my guests ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have multiple events that you’re gon na be providing to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps a few of the other occasions that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they understand what they’re getting.

And lastly, we can pick a different color. This is really helpful if you have numerous events, I’m gon na select red in this case just so it stands out from the other occasions that I have actually already developed. Now when we hit 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