Are you a specialist, a freelancer or perhaps you’re just looking 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 Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a really easy and fast tool to allow people who are interested in my organization 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 started by entering into our menu, into our account once you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar but it likewise allows Calendly.

And what I imply by this, is things beyond just Calendly visits but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 simply wan na motivate you to upload an image.

Now this is probably more vital than you think. In many cases, you’re gon na wan na put the name of your service or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to individuals straight 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 house screen. I simply wan na show you where a few of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design 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 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 truly our primary page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets multiple guests meet you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people 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 offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. I’m just gon na state, this is a meeting 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.

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

Are you a consultant, a freelancer or possibly you’re just looking for more leads and permitting people 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 utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a quick and extremely easy tool to permit individuals who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account once 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. And we want to go to calendar connections since actually whatever 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 appointments directly to your calendar but it likewise enables Calendly.

And what I suggest by this, is things beyond simply Calendly appointments however things that are happening maybe in your personal life or other meetings 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 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 publish an image.

You’re gon na wan na put the name of your business or perhaps it’s your full name. I’ve got two events currently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.

Let’s state develop for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing conference 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 choose phone call in this case. And in most cases, depending upon the alternative that you select, you may have some additional choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can select this option, my invitee must call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. So if somebody is considering 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 have actually 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 say upgrade, that’s gon na save that choice here. Down below we can include a description which is something you don’t wan na overlook specifically if you have multiple events that you’re gon na be using to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to perhaps some of the other events that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization 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 different URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they understand what they’re getting also.

And last but not least, we can select a various color. This is extremely valuable if you have numerous events, I’m gon na select red in this case so it sticks out from the other occasions that I’ve currently produced. 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 people book this event. By opening this app, you’re gon na see a lot of