Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a very easy and quick tool to enable people who are interested in my service and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account once you have actually signed up with Calendly. And among 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 because truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it likewise permits Calendly.

And what I indicate by this, is things beyond simply Calendly appointments but things that are occurring possibly in your personal life or other conferences 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 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 encourage you to submit an image.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your company or maybe it’s your complete name. Keep in mind, 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 arrive at 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 changes happen. I’m gon na click on my link here just to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters play. And now let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as easy 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 actually our main page here on the house screen where you can add and edit existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na choose that new event type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an individually conference or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This may be excellent 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 using Calendly for one-on-one conference.

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

Now once we hit 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 a specialist, a freelancer or maybe you’re simply searching for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a extremely simple and quick tool to allow individuals 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 begun. 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 top 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 want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not just permits Calendly to book those appointments straight to your calendar but it also enables Calendly.

And what I mean by this, is things beyond simply Calendly visits however things that are taking place maybe 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 stay 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.

Now this is probably more important than you believe. You’re gon na wan na put the name of your service or maybe it’s your complete name. 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 networks accounts or you can simply 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 return to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here just to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently 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 design comes into play. Now let’s move on to the events 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 main page here on the home screen where you can add and modify existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group conference. Now a group conference lets several invitees consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, the majority of people 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 need to do is provide it an occasion name. Now remember, this is more than simply your reference. 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, Consulting with Scott, actually simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can tell our users upfront, is this a personally meeting, a telephone 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 pick telephone call in this case. And in many cases, depending on the option that you select, you might have some extra choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can add my wanted telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. So if somebody is thinking about scheduling 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 scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone 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 ignore particularly if you have multiple events that you’re gon na be providing to your users. I’m simply 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 readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they understand what they’re getting as well.

And lastly, we can choose a different color. This is really useful if you have several occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently developed. 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 people book this occasion. So by opening this app, you’re gon na see a lot of