Are you a specialist, a freelancer or possibly you’re just looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping 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 extremely simple tool to permit people who are interested in my organization 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 as soon as 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. And we wish to go to calendar connections because 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 add one or more calendar accounts. This not just allows Calendly to book those appointments straight to your calendar however it likewise allows Calendly.

to examine other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can authenticate with any calendar service consisting of 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 motivate you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your organization or possibly it’s your full name. I’ve got 2 events presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.

Let’s say produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your reference. 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, Consulting with Scott, truly simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the alternative that you choose, you may have some extra choices waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. If somebody is considering 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 only after they’ve booked the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several 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 overlook especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other events that I have offered. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or perhaps your full 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 once 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 but likewise if I simply copy and paste this link, 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

Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and permitting people 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 utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a very easy and fast 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 began by entering into our menu, into our account once you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since really everything 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 only allows Calendly to book those visits directly to your calendar however it likewise allows Calendly.

And what I mean by this, is things beyond simply Calendly consultations but things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is definitely 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 simply wan na motivate you to submit an image.

Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or perhaps 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 just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters 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 simple 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 home screen where you can include and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees 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. But in most cases, most of individuals are using Calendly for individually meeting.

Let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event 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. I’m simply gon na call this one, Meeting with Scott, truly basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending upon the alternative that you choose, you might have some extra choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can select this choice, my guest must call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. If somebody is considering 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 booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their contact number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be using to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to perhaps a few of the other events 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 or your company 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 attempt make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they know 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