Are you a consultant, a freelancer or possibly 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 reveal you whatever you require to understand to use Calendly Hello 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 quick and very easy tool to allow individuals 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. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up 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 actually 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 allows Calendly to book those consultations directly to your calendar but it also permits Calendly.

And what I mean by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your individual life or other meetings 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 just wan na encourage you to upload an image.

You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got two occasions presently 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 event type, which is gon na open up a brand-new screen.

Let’s say develop for individually. On this screen, the first thing that we require to do is provide 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 simply gon na call this one, Meeting Scott, really easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, 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 option that you choose, you may have some extra options awaiting 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 scheduling that time to note their telephone number. I need to know who I’m calling or I can select this option, my invitee must call me. In this case, I can include my desired contact 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 someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have several events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na overlook especially. So I’m just gon na state, 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 occasions that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting as well.

And lastly, we can select a various color. This is very useful if you have numerous occasions, I’m gon na select red in this case just so it stands out from the other events that I have actually already created. Now as soon as 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 great deal of

Are you a consultant, a freelancer or maybe you’re simply looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use 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 fast tool to permit people who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 wish to go to calendar connections because actually everything 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 include one or more calendar accounts. This not just permits Calendly to book those consultations directly to your calendar but it likewise permits Calendly.

to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize multiple calendars to look for disputes more than simply the one that you have selected up here and you can likewise define which calendar to include those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify with any calendar service including 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 encourage you to upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you want to include here. And lastly, we can click on the my link.

Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. But 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 individuals directly so that they can arrive at 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 a few of those modifications take place. I’m gon na click my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s carry on to the occasions themselves and how can you set up several 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 actually our primary page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and create a new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets numerous guests 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. But in most cases, most of individuals are utilizing Calendly for individually conference.

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 state update, that’s gon na save that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have readily available.

And last but not least, we can select a various color. This is very helpful if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I’ve already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of