Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to enable 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 begun. So we’re gon na get things began by going into our menu, into our account once you have actually joined 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 since actually whatever 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 add several calendar accounts. This not just allows Calendly to book those consultations straight to your calendar however it likewise allows Calendly.

And what I indicate by this, is things beyond simply Calendly visits 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 absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 submit an image.

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

So let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the option that you choose, you might have some additional choices waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this option, my guest needs to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. 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 only after they’ve reserved the time will this number be exposed. 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 say update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na overlook particularly if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na say, 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 perhaps some of the other events that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I just 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 event. By opening this app, you’re gon na see a lot of

Are you an expert, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a extremely simple and quick tool to permit individuals who are interested in my service and in my work to book time with me. So 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 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. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not just allows Calendly to book those appointments straight to your calendar but it likewise allows Calendly.

to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are happening possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to add those visits to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Just select include calendar account here and you can validate with any calendar service consisting of 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 submit an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your service or perhaps it’s your complete name. I’ve got two events presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.

Let’s state produce for one-on-one. 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 people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually basic here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed 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 extra choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this option, my invitee ought to call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to display this number until they have actually booked the appointment. 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 just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be using to your users, down below we can include a description which is something you do not wan na overlook particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to perhaps some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or maybe your complete name to get them to your primary 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. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they understand what they’re getting.

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