Are you a consultant, a freelancer or maybe you’re just trying to find more leads and enabling 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 know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to permit people who have an interest in my company 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 started by entering 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. Because really 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 also permits Calendly.

to examine other reservations that you may have going on. And what I mean by this, is things beyond just Calendly visits however things that are happening perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have actually chosen up here and you can also define which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add 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 just wan na encourage you to upload an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your nice profile picture here together with your name and perhaps a welcome message just when they arrive on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you want to include here. And last but not least, we can click on the my link.

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

Let’s say create for individually. On this screen, the first thing that we require 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 on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a location 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 particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the option that you select, you might have some extra options waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the appointment. 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 right away, it’s just after they have actually booked the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na say update, that’s gon na conserve that option here. If you have several occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na neglect specifically. I’m simply 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 perhaps some of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or maybe your complete 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 perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I just copy and paste this link, they know what they’re getting too.

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 perhaps you’re simply trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hello 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 really simple and quick tool to permit 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 begun. So we’re gon na get things started by going into our menu, into our account as soon as you have actually registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because really everything 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 permits Calendly to book those consultations straight to your calendar but it also allows Calendly.

to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also look for disputes. You can utilize several calendars to check for disputes more than simply the one that you have picked up here and you can likewise define which calendar to include those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply 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 motivate you to publish an image. So if this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile image here together with your name and perhaps a welcome message just when they arrive on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to add here. And lastly, we can click on the my link.

Now this is probably more important than you believe. You’re gon na wan na put the name of your service 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 land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications take place. I’m gon na click my link here just to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that people can choose from and when they click on among those events, 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 occasions themselves and how can you set up one or more events so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an individually conference or a group conference. Now a group conference lets several invitees meet you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. However in most cases, the majority of individuals are using Calendly for one-on-one meeting.

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 say update, that’s gon na conserve that option here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have available.

And lastly, we can select a different color. This is extremely useful if you have numerous events, I’m gon na choose red in this case just so it stands apart 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 occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of