Are you a specialist, a freelancer or maybe you’re just looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a really simple and fast tool to permit individuals who are interested in my organization and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going 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 wish to go to calendar connections due to the fact that 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 ensure that you include several calendar accounts. This not just allows Calendly to book those consultations directly to your calendar but it likewise allows Calendly.

to check other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly visits but things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize several calendars to look for conflicts more than just the one that you have actually picked up here and you can likewise specify which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can confirm 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 simply wan na motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to include here. And last but not least, we can click the my link.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you’ve 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 just to reveal you where this shows up. 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 events currently that people can pick from and when they click on among those events, they are also 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 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 actually our primary page here on the house screen where you can include and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for one-on-one conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have offered.

Now as soon as we struck 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 allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a extremely simple and quick tool to allow individuals who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. 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 first places that you’re gon na wan na go is up here to your account. Since really everything is based around your relationship with Calendly and your calendar, and we desire 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 only enables Calendly to book those consultations directly to your calendar however it also allows Calendly.

And what I imply by this, is things beyond simply Calendly appointments but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely 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 upload an image.

Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your service or maybe it’s your full 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 networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here just to reveal 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 two events presently that individuals can select from and when they click on among those occasions, they are also 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 clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our primary page here on the house screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either create an individually meeting or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This may 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 individuals are utilizing Calendly for individually meeting.

So let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell 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 possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending upon the choice that you choose, you may have some additional alternatives awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their contact number. I require to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have reserved the appointment. If somebody is thinking about 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 only after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na overlook especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however also if I simply copy and paste this link, they know what they’re getting.

And lastly, we can select a various color. This is very handy if you have several events, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of