Are you a specialist, 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 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 delight in less stress. And I have actually used Calendly for a while now. It is a fast and really easy tool to allow individuals who are interested in my company and in my work to book time with me. 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 when you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows Calendly to book those appointments directly to your calendar however it also permits Calendly.

And what I indicate by this, is things beyond just Calendly consultations but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very 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 just 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 occasions presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-new screen.

Let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just 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, Satisfying with Scott, actually simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include 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 specific conferencing conference 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 choose call in this case. And in a lot of cases, depending on the choice that you select, you may have some extra alternatives waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually booked the appointment. 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 away, it’s just after they have actually booked the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na overlook especially. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps a few of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just copy and paste this link, they understand what they’re getting also.

And finally, we can select a various color. This is extremely handy if you have numerous occasions, I’m gon na select red in this case just so it sticks out from the other events that I’ve currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Are you a specialist, a freelancer or perhaps you’re just looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a very easy and quick tool to enable individuals who have an interest in my business 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 have actually 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 because really everything is based around your relationship with Calendly and your calendar. The very 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 consultations directly to your calendar but it also permits Calendly.

to check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to check for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can confirm with any calendar service including 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 submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I advise that you put your good profile image here together with your name and maybe a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got 2 events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a new screen.

Let’s state produce 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 reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling 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 a face to face conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending on the choice that you select, you may have some extra choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking 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 contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. 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 only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na say update, that’s gon na save that option here. If you have numerous events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na ignore especially. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other occasions that I have offered. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps 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 once again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I just copy and paste this link, they know what they’re getting also.

Now once 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