Are you an expert, a freelancer or maybe you’re just 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 require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a extremely simple and fast tool to allow people who are interested in my service and in my work to book time with me. 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 when 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 wish to go to calendar connections because actually whatever 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 include one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar but it also permits Calendly.

And what I imply by this, is things beyond just Calendly visits however things that are taking place possibly 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 just wan na motivate you to publish an image.

Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your company or maybe it’s your complete name. But remember, 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 just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications take place. 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 2 events presently that people can select from and when they click 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 occasions 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. 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 add and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an individually meeting or a group meeting. Now a group conference lets several guests meet you at a single time. This may be terrific 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 using Calendly for one-on-one conference.

Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting 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 pick call in this case. And in many cases, depending upon the alternative that you pick, you may have some extra options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this choice, my invitee ought to call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. If somebody is thinking about reserving 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’ve reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na overlook specifically if you have numerous occasions that you’re gon na be offering to your users. I’m simply gon na say, this is a conference 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 then simply below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they know what they’re getting.

And last but not least, we can choose a various color. This is really valuable if you have numerous occasions, I’m gon na choose red in this case just so it stands out from the other events that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and extremely simple tool to enable people who have an interest in my business 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 one of the top 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. 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 permits Calendly to book those appointments straight to your calendar however it also enables Calendly.

And what I indicate by this, is things beyond just Calendly visits however things that are taking place maybe in your personal life or other conferences 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 correctly. 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.

Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your full name. However keep in mind, 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 straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 main page here on the house screen where you can include and edit existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for one-on-one conference.

Let’s state produce for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending on the alternative that you pick, you might have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this alternative, my guest must call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have reserved the visit. So if someone 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 right away, it’s only after they have actually reserved the time will this number be revealed. 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 update, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na overlook especially. 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 occasion is about compared to maybe some of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they understand what they’re getting as well.

And last but not least, we can pick a different color. This is extremely helpful if you have numerous occasions, I’m gon na choose red in this case just so it stands out from the other events that I have actually already produced. 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. By opening this app, you’re gon na see a lot of