Are you an expert, a freelancer or maybe you’re just trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to permit individuals who are interested in my service 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 going into our menu, into our account when you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it likewise enables Calendly.

And what I mean by this, is things beyond just Calendly visits but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 submit an image.

Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your service or possibly 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 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 on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click on my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that individuals can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design comes 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 simple for your potential 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 actually our main page here on the house screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment but 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 create an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, most of individuals are utilizing Calendly for one-on-one meeting.

So let’s say develop for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending upon the choice that you select, you might have some additional choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can pick this alternative, my guest must call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the visit. If someone is considering scheduling 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 reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them 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 do not wan na neglect especially if you have multiple events that you’re gon na be providing to your users. So 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 a few of the other events that I have offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they know what they’re getting.

And lastly, we can choose a various color. This is extremely handy if you have several occasions, I’m gon na choose red in this case just so it stands out from the other occasions that I’ve currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or maybe you’re just searching for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a fast and really easy tool to permit individuals 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. So we’re gon na get things began by going 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 actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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.

to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly appointments however things that are taking place possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to look for disputes more than simply the one that you have picked up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just 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 stay 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. So if this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile image here in addition to your name and maybe a welcome message just when they arrive at your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you want to add here. And finally, we can click the my link.

Now this is probably more important than you believe. You’re gon na wan na put the name of your business or possibly it’s your full name. However 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 networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes take place. I’m gon na click my link here simply to show you where this appears. 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 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. This is where the logo enters play. And now let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as simple for your prospective 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 really our primary page here on the house screen where you can add and modify existing events. I’ve got two events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got two options here, we can either develop an individually conference or a group meeting. Now a group conference lets several invitees meet you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are utilizing Calendly for individually meeting.

Let’s state develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, really easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the alternative that you pick, you might have some additional alternatives waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this option, my guest should call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually booked the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually reserved the time will this number be revealed. 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 choice here. Down below we can include a description which is something you don’t wan na ignore specifically if you have multiple events that you’re gon na be offering 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 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 name or your company name or possibly 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 again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they know what they’re getting also.

Now when 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