Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and enabling individuals to quickly 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 Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to permit people who have an interest 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 once you’ve signed up with Calendly. And among 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 since truly everything 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 allows Calendly to book those consultations straight to your calendar however it also permits Calendly.

to examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have chosen up here and you can likewise define which calendar to add those consultations to. So this is definitely gon na be your really first stop to make certain 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 stick 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. So if this is conferences or consultations that people are going to be scheduling with you, I advise that you put your great profile photo here along with your name and perhaps a welcome message simply when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to add your business 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 vital than you believe. For the most part, you’re gon na wan na put the name of your business or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to people straight so that they can land 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 a few of those changes occur. I’m gon na click my link here just to show you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that individuals can pick from and when they click 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 events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients 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 main page here on the house screen where you can include and edit 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 choose that brand-new event type, which is gon na open a new screen. We have actually got two choices here, we can either develop an individually conference or a group meeting. Now a group meeting lets several guests meet 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 most cases, the bulk of people are utilizing Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that option here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have available.

And finally, we can pick a various color. This is really practical if you have multiple events, I’m gon na select red in this case just so it stands apart from the other events that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or perhaps you’re just searching for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a very easy and fast tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off 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. And we want to go to calendar connections because truly everything 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 enables Calendly to book those visits directly to your calendar however it likewise enables Calendly.

And what I indicate by this, is things beyond just Calendly visits however things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is absolutely 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.

You’re gon na wan na put the name of your organization or perhaps it’s your full name. I have actually got two 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 choose that brand-new occasion type, which is gon na open up a new screen.

Let’s say create for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd 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 using Google Meet, Zoom, GoToMeeting or perhaps 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 many cases, depending upon the option that you choose, you might have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually reserved 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 provide their phone number. I’m gon na say update, that’s gon na save that option here. If you have numerous occasions that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na neglect especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other occasions 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 or your business name or maybe 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 once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting also.

And last but not least, we can choose a various color. This is very practical if you have multiple occasions, I’m gon na select red in this case so it stands out from the other events that I’ve currently produced. Now as soon as 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 event. By opening this app, you’re gon na see a lot of