Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to allow people who are interested in my company and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account once you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that truly 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 visits directly to your calendar however it also enables Calendly.

to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have chosen up here and you can also specify which calendar to add those visits to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Just 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 encourage you to publish an image. If this is conferences 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 perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And finally, we can click on the my link.

Now this is probably more important than you think. You’re gon na wan na put the name of your service or possibly it’s your complete name. However remember, this is the URL that you are gon na be showing 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 individuals directly so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that people 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 comes into play. But now let’s move on to the occasions themselves and how can you establish one or more occasions so that it’s as simple for your prospective leads or for your clients 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 main page here on the house screen where you can add 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 choose that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an individually conference or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for one-on-one meeting.

So let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending upon the alternative that you choose, you might have some additional options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my guest must call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be exposed. 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 state upgrade, that’s gon na conserve that option here. If you have several events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na neglect especially. I’m just 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 possibly some of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or maybe 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 particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they know what they’re getting.

Now when 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 maybe you’re simply searching for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a very easy and fast tool to enable 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. We’re gon na get things kicked off by going 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 actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include several calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it also enables Calendly.

And what I suggest by this, is things beyond just Calendly consultations but things that are taking place possibly in your personal life or other conferences 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 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 company or possibly 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 website or your social networks 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, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that people can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s carry on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your potential leads or for your clients 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 primary page here on the home screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an individually conference or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually conference.

Let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, truly simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the alternative that you choose, you may have some additional choices awaiting you. 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 list their phone number. I require to know who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled the visit. So if someone 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 now, it’s just after they’ve booked the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their telephone number. I’m gon na say update, that’s gon na save that alternative here. If you have multiple events that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na overlook particularly. 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 occasion is about compared to maybe some of the other events that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your service name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they understand what they’re getting.

Now once 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