Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and permitting individuals to easily and professionally 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, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a really simple and quick tool to allow individuals who have an interest in my business and in my work to book time with me. So 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 as soon as 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. Because really everything is based around your relationship with Calendly and your calendar, and we want 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 enables Calendly to book those appointments directly 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 just Calendly appointments however things that are happening possibly in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than just the one that you have chosen up here and you can also define which calendar to add those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate 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 upload an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and possibly a welcome message simply 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 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 currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen.

Let’s say produce for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, 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 Scott, really simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending upon the alternative that you choose, you may have some extra choices waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their contact number. I require to know who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. If someone 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 just after they’ve booked 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 state update, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service 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. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they understand what they’re getting as well.

And last but not least, we can pick a different color. This is very helpful if you have multiple occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of

Are you an expert, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to easily and professionally 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, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and really easy tool to allow individuals who have an interest in my organization and in my work to book time with me. So I wan na reveal 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 among 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. 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 only allows Calendly to book those appointments straight to your calendar but it likewise permits Calendly.

to check other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have selected up here and you can also define which calendar to add those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can validate with any calendar service including 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 motivate you to upload an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly a welcome message simply when they land on your start page. Next action, 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 last but not least, we can click the my link.

Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your organization or possibly 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 website or your social media accounts or you can simply 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 show you where some of those modifications happen. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 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 design enters into play. And now let’s proceed 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 truly our main page here on the home screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But most of the times, the majority of people are using Calendly for individually conference.

So let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the choice that you select, you might have some additional options waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their contact number. I need to know who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my phone 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 offer their phone number. I’m gon na state upgrade, that’s gon na conserve 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 specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe a few of the other events that I have offered. And then just below the description, we have our occasion link. Now we currently 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 separate URL. So in this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they understand what they’re getting too.

And lastly, we can choose a different color. This is very practical if you have numerous occasions, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of