Are you a specialist, a freelancer or maybe you’re simply 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 whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a fast and really simple tool to allow 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 started. So we’re gon na get things began by entering into our menu, into our account once 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. And we want to go to calendar connections since really whatever 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 permits 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 consultations but things that are taking place maybe 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 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 encourage you to submit an image.

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

So let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action 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 conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending upon the alternative that you choose, you may have some additional alternatives waiting on you. Do I wan na choose if I will call my invitee 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 choose this alternative, my guest must call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the consultation. So if somebody is considering scheduling 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 booked 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 supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have several events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook especially. So I’m just gon na state, 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 possibly some of the other occasions that I have available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your primary 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. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting as well.

Now when 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

Are you an expert, a freelancer or perhaps you’re just searching for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely simple tool to allow people 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 begun. We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And among the top 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. 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 enables Calendly to book those appointments straight to your calendar however it likewise enables Calendly.

to examine other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are happening maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to check for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections established properly. Just select add calendar account here and you can verify with any calendar service consisting of 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 submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and maybe a welcome message simply when they arrive on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you would like to add here. And lastly, we can click the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or maybe it’s your full name. However 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 individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click on my link here just to show you where this appears. So 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 occasions currently that individuals can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. Today let’s proceed to the events themselves and how can you set up several events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and modify existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either create an individually conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But in most cases, most of people are using Calendly for individually conference.

So let’s state create for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really easy here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the choice that you choose, you might have some additional choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to know who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my wanted telephone 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 someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na overlook especially if you have several events that you’re gon na be offering to your users. I’m just gon na say, this is a conference 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 available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your service name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they know what they’re getting also.

And finally, we can choose a various color. This is extremely helpful if you have numerous events, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of