Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a quick and very easy tool to allow people who are interested 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 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. And we wish to go to calendar connections due to the fact that truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just permits Calendly to book those visits directly to your calendar however it likewise allows Calendly.

to inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for disputes. You can use several calendars to check for disputes more than simply the one that you have picked up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Just select add calendar account here and you can validate 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 simply wan na motivate you to upload an image. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your good profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you would like to add here. And last but not least, we can click on the my link.

Now this is probably more crucial than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here simply to show you where this shows up. 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 two occasions currently that individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your prospective 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 really our primary page here on the home screen where you can add and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for individually meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option 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 separate what this event is about compared to possibly some of the other occasions that I have readily available.

And last but not least, we can choose a different color. This is extremely handy if you have numerous events, I’m gon na select red in this case just so it stands out from the other events that I have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of

Are you a specialist, a freelancer or possibly you’re simply trying to find 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 require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a fast and really simple tool to enable 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 kicked off by entering into our menu, into our account once 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. Due to the fact that 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 include one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it likewise allows Calendly.

to inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are occurring possibly in your personal 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 just the one that you have picked up here and you can also specify which calendar to include those visits to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections established properly. Just choose 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 conferences or visits that people are going to be scheduling with you, I advise that you put your good profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to add here. And finally, we can click on the my link.

Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your business or possibly it’s your full name. But 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 just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes take place. I’m gon na click on my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s carry on to the events themselves and how can you set up several occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be great 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.

Let’s state create for one-on-one. 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 individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the option that you select, you might have some additional alternatives waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I need to know who I’m calling or I can pick this option, my guest must call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled the consultation. If someone 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’ve booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down listed below we can include a description which is something you don’t wan na overlook particularly if you have numerous events that you’re gon na be using to your users. I’m just gon na state, 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 available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your business name or perhaps your full name to get them to your primary 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 particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however also if I just paste this link and copy, they know what they’re getting.

Now as soon as we struck 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