Are you an expert, a freelancer or perhaps you’re just looking for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a really easy and quick tool to enable 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 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 want to go to calendar connections due to the fact that really 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 allows Calendly to book those visits straight to your calendar but it likewise enables Calendly.

And what I mean by this, is things beyond just Calendly consultations however things that are taking place possibly in your individual life or other meetings 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 remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got two events currently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.

Let’s state produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your reference. 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, actually simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the alternative that you pick, you may have some extra options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. 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 away, it’s just after they have actually scheduled the time will this number be revealed. But in this case, I’m gon na say, 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 alternative here. Down below we can add a description which is something you don’t wan na ignore particularly if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to perhaps some of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting.

Now once we hit 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 consultant, 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 show you everything you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a fast and very simple tool to allow 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 when you’ve joined 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 since really 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 include one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar but it likewise permits Calendly.

to check other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections established correctly. Just choose add calendar account here and you can verify 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 encourage you to submit an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and possibly a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to add here. And lastly, we can click on the my link.

Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your company or perhaps it’s your complete name. However remember, 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 just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once 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 changes occur. 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 individuals are gon na see my profile image, my name which welcome message. I’ve got two events presently that individuals can choose from and when they click on among those events, they are also 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 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 really our primary page here on the house screen where you can add and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na select 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 individually conference or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for individually meeting.

So let’s state produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the alternative that you select, you may have some extra choices waiting for you. For instance, 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 require to understand who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve booked 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 them to provide their contact number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have multiple events that you’re gon na be using 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 occasion has to do with compared to possibly a few of the other occasions that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page however 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. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they know what they’re getting also.

And last but not least, we can select a various color. This is very helpful if you have several events, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of