Are you an expert, a freelancer or maybe you’re just looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and extremely simple tool to allow individuals who have an interest 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 as soon as 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 wish to go to calendar connections due to the fact that 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 make certain that you include one or more calendar accounts. This not only allows Calendly to book those consultations directly to your calendar but it also enables Calendly.

And what I imply by this, is things beyond simply Calendly visits however things that are occurring possibly in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely 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 most likely more crucial 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 site or your social networks 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, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those modifications occur. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that people can pick from and when they click on one of those events, 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 easy for your prospective 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 add and edit existing events. I have actually got two events 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 up a brand-new screen. We’ve got 2 options here, we can either create an individually conference or a group meeting. Now a group conference lets several guests consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for individually 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 upgrade, that’s gon na conserve that alternative here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have readily available.

Now when 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 an expert, a freelancer or maybe you’re simply trying to find more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a quick and very simple tool to allow people 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 started. So 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. Because 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 certain that you add several calendar accounts. This not only permits Calendly to book those visits directly to your calendar but 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 consultations however things that are happening perhaps in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to look for conflicts more than just the one that you have actually selected up here and you can also specify which calendar to include those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 just wan na motivate you to upload an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile image here along with your name and maybe a welcome message simply when they arrive on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you want to include here. And last but not least, we can click the my link.

Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your company or possibly it’s your complete 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 media accounts or you can simply copy and paste this and give it to individuals directly 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 house screen. I simply wan na show you where some of those changes take place. I’m gon na click on my link here just to reveal you where this shows up. So 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 two occasions presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the events themselves and how can you establish 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 utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous 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. However for the most part, most of individuals are utilizing Calendly for individually meeting.

So let’s say create for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing conference 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 telephone call in this case. And in a lot of cases, depending on the choice that you choose, you may have some additional choices awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their contact number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have reserved the visit. If somebody 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 only after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their telephone number. I’m gon na state update, 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 do not wan na neglect particularly. 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 occasion has to do with compared to perhaps a few of the other events 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 or your business 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 separate URL. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they know what they’re getting.

Now when 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