Are you a specialist, a freelancer or maybe you’re just trying to find more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize 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 quick and very simple tool to allow individuals who have an interest in my service 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 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. Since truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar but it likewise enables Calendly.

And what I mean by this, is things beyond just Calendly consultations but things that are happening maybe 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 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 important than you think. In many cases, you’re gon na wan na put the name of your organization 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 link from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. 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 2 occasions 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 enters into play. But now let’s carry on to the events themselves and how can you set up several 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 truly our main page here on the home screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets numerous guests consult with you at a single time. This may be fantastic 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 utilizing Calendly for one-on-one meeting.

Let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually easy here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the alternative that you select, you may have some additional choices waiting for 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 need to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually reserved the consultation. If someone 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 revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na say update, that’s gon na save that option here. If you have numerous occasions 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 neglect especially. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they understand 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 a specialist, a freelancer or perhaps you’re simply looking for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a really simple and quick tool to permit people who are interested in my service 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 kicked off by going into our menu, into our account once 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 actually everything 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 just enables Calendly to book those appointments straight to your calendar but it also allows Calendly.

to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can use several calendars to check for conflicts more than simply the one that you have actually selected up here and you can likewise specify which calendar to add those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile picture here together with your name and maybe a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo 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 crucial than you think. You’re gon na wan na put the name of your service or maybe it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here just to reveal 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 two occasions presently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters 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 easy for your potential 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 truly our primary page here on the house screen where you can add and modify existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an individually conference or a group meeting. Now a group conference lets several guests meet you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the bulk of individuals 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 supply their phone number. I’m gon na state update, that’s gon na save that option here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have available.

Now as soon as we hit 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