Are you a specialist, a freelancer or maybe you’re simply searching for 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 require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to enable people who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account once you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we desire 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 enables Calendly to book those appointments directly to your calendar but it also allows Calendly.

to examine other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also check for disputes. You can use several calendars to check for disputes more than simply the one that you have actually selected up here and you can likewise define which calendar to add those consultations to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify 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 publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you wish to include here. And lastly, we can click on the my link.

Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your business or maybe it’s your full name. Keep in mind, 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 directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications happen. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into 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 simple for your prospective 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 truly our main page here on the house screen where you can add and modify existing events. I’ve got two occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an individually meeting or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for individually meeting.

So let’s say produce for individually. On this screen, the first thing that we require to do is offer it an occasion 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. So I’m simply gon na call this one, Meeting Scott, really basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending on the option that you pick, you may have some extra alternatives waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. So 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 immediately, it’s only after they’ve booked 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 supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down below we can add a description which is something you do not wan na ignore specifically if you have numerous occasions that you’re gon na be offering to your users. So I’m just gon na state, 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 maybe some of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe your full 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 state, meeting Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they know what they’re getting.

Now as soon as 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 quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hi 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 fast and very simple tool to permit people 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 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 truly whatever is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar however it likewise allows Calendly.

to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are happening perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have actually selected up here and you can also define which calendar to include those appointments to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Simply select add calendar account here and you can confirm 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 just wan na encourage you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you want to include here. And finally, we can click the my link.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your organization or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click on my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that individuals can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters 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 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 actually our primary page here on the home screen where you can add and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests meet you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. But in many cases, most of people are using Calendly for individually meeting.

So let’s state develop for one-on-one. 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 recommendation. 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 basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific 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 many cases, depending on the option that you select, you might have some additional choices awaiting you. For instance, 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 note their contact number. I require to understand who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to show this number till they have reserved the appointment. So if someone 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 now, it’s only after they’ve scheduled 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 provide their telephone number. I’m gon na say update, that’s gon na conserve that option here. If you have multiple events 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 neglect especially. So 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 event is about compared to possibly a few of the other events that I have offered. 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. In this case again, you wan na try make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however also if I just paste this link and copy, they understand what they’re getting.

And last but not least, we can pick a various color. This is very valuable if you have numerous events, I’m gon na pick red in this case so it stands apart from the other occasions that I’ve currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of