Are you an expert, a freelancer or maybe 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 need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a very simple and fast 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 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 want to go to calendar connections due to the fact that actually whatever 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 include one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it also allows Calendly.

to examine other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise specify which calendar to add those visits to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just select add calendar account here and you can authenticate 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 simply wan na encourage you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile picture here along with 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 include your company logo or some other image that you want to include here. And lastly, we can click the my link.

You’re gon na wan na put the name of your organization or possibly it’s your full name. I have actually got 2 events presently that individuals 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 new event type, which is gon na open up a brand-new screen.

So let’s state develop for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, truly basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include a place 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 particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And in most cases, depending upon the choice that you pick, you might have some additional choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person 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 add my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. 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 immediately, it’s only after they’ve 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 supply their phone number. I’m gon na say update, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na ignore especially if you have numerous occasions that you’re gon na be using to your users. 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 separate what this occasion is about compared to possibly a few of the other events that I have readily available. 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 maybe 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 specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they know what they’re getting too.

Now when 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 perhaps you’re just searching for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a really simple and fast tool to enable individuals who have an interest in my company and in my work to book time with me. 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 as soon as you’ve joined 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 sure that you include one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar but it also permits Calendly.

And what I mean by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other meetings 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 simply wan na encourage you to upload an image.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your full name. However 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 just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to reveal 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 two occasions currently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s carry on to the events themselves and how can you establish several occasions so that it’s as easy for your potential 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 house screen where you can include and modify existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. But most of the times, the majority of individuals are utilizing Calendly for one-on-one conference.

So let’s say create 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 referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the alternative that you pick, you may have some additional alternatives waiting for you. Do I wan na choose if I will call my guest 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 choose this choice, my invitee should call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their telephone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na neglect especially if you have several occasions that you’re gon na be using to your users. 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 distinguish what this occasion is about compared to maybe a few of the other events that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization 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. In this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, they know what they’re getting also.

And lastly, we can choose a various color. This is very practical if you have several occasions, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of