Are you an expert, a freelancer or possibly you’re just searching for 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 everything you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to permit individuals who have an interest in my company 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 going into our menu, into our account once you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not only allows Calendly to book those consultations directly to your calendar but it likewise allows Calendly.

to examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly consultations but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just select include calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your good profile photo here along with your name and possibly a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo 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 company or perhaps it’s your full name. I’ve got 2 occasions currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.

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 simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the alternative that you select, you may have some additional options waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need 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 alternative, my guest should call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. So 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 immediately, it’s just after they have actually reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na neglect 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 separate what this occasion is about compared to maybe some of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your complete 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 once again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling 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 last but not least, we can choose a different color. This is really practical if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or maybe you’re simply looking for more leads and permitting people to easily and expertly 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, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and very simple tool to enable individuals 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 begun. 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. And we want to go to calendar connections due to the fact that actually 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 only enables Calendly to book those appointments straight to your calendar however it also enables Calendly.

And what I mean by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 submit an image.

You’re gon na wan na put the name of your service or perhaps it’s your complete name. I’ve got two events presently 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 pick that new event type, which is gon na open up a brand-new screen.

Let’s state produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a personally conference, a phone 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 call in this case. And in a lot of cases, depending upon the alternative that you select, you may have some additional choices waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can pick this choice, my guest should call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have booked the consultation. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually booked the time will this number be exposed. 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 say update, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na neglect especially if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to perhaps some of the other events that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly your full name to get them to your main Calendly page however 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 maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they know what they’re getting as well.

And lastly, we can select a different color. This is really useful if you have numerous occasions, I’m gon na choose red in this case so it stands apart 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 occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of