Are you a consultant, a freelancer or perhaps you’re simply trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hi 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 fast and extremely simple tool to allow people who have an interest in my business 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 entering into our menu, into our account as soon as 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. Due to the fact that actually 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 only permits Calendly to book those appointments directly to your calendar however it also permits Calendly.

to examine other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to check for conflicts more than just the one that you have actually chosen up here and you can also specify which calendar to add those visits to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up properly. Simply select add calendar account here and you can verify 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 publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile image here along with your name and maybe 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 include your business logo or some other image that you would like to include here. And lastly, we can click on the my link.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your service or maybe it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this shows up. This is the preliminary 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 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. And now let’s carry on to the events themselves and how can you set up several occasions so that it’s as simple for your potential leads or for your customers 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 2 events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an individually meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for one-on-one meeting.

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 say upgrade, that’s gon na conserve that alternative here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have offered.

Now once we hit 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

Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hello 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 extremely easy and fast tool to enable people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started 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 due to the fact that 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 only permits Calendly to book those appointments directly to your calendar but it likewise permits Calendly.

to check other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are taking place 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 utilize numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate 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 motivate you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I advise that you put your great profile picture here together with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to add here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your company or perhaps it’s your full name. I have actually got two events presently that people can pick from and when they click on one of those occasions, they are also 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.

So let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually easy here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this an in person 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, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the alternative that you select, you may have some additional alternatives awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their contact number. I need to understand who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the appointment. So if somebody is considering booking 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 only after they’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na say update, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na overlook particularly if you have numerous events that you’re gon na be using to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly 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 or your company name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they understand what they’re getting.

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 so it stands apart from the other events that I’ve already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of