Are you a specialist, a freelancer or perhaps you’re just trying to find 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 utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely easy tool to permit 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. So we’re gon na get things kicked off by entering into our menu, into our account when you’ve registered with Calendly. And one of 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 because really 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 only permits Calendly to book those visits directly to your calendar however it likewise enables Calendly.

And what I suggest by this, is things beyond just Calendly consultations but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 upload an image.

Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your business or perhaps it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can just 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 return to the house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. And now let’s proceed to the events themselves and how can you establish one or more occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our primary page here on the home screen where you can add and edit existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, most of individuals are utilizing Calendly for one-on-one conference.

So let’s state produce for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. 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, Meeting Scott, really simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the choice that you select, you may have some extra choices waiting for you. For instance, do I wan na pick 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 need to understand who I’m calling or I can pick this option, my invitee should call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to show 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 telephone number or my dial in number immediately, it’s only after they’ve scheduled 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 save that option here. Down below we can add a description which is something you do not wan na neglect especially if you have multiple occasions that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have readily 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 business 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 separate URL. So in this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they understand what they’re getting too.

And last but not least, we can pick a different color. This is very valuable if you have numerous events, I’m gon na select red in this case just so it stands apart from the other events that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of

Are you an expert, a freelancer or possibly you’re just trying to find more leads and allowing individuals to quickly 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 Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and very easy tool to allow individuals who are interested in my business 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 started by entering into our menu, into our account once you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that really 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 add one or more calendar accounts. This not only allows Calendly to book those visits directly to your calendar but it also enables Calendly.

to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are occurring perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to look for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to include those visits to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established correctly. Simply select add calendar account here and you can verify 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 motivate you to publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile photo here in addition to 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 company logo design or some other image that you wish to add here. And finally, we can click the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or possibly it’s your complete name. But 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 media accounts or you can just copy and paste this and give it to individuals straight 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 house screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s proceed to the occasions themselves and how can you set up several occasions 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 primary page here on the home screen where you can include and modify existing occasions. I have actually got two events that I’m using at the moment but let’s go and develop a new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets numerous invitees meet 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 bulk of people are using Calendly for individually conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that option 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 possibly some of the other events that I have offered.

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