Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a extremely simple and fast tool to permit individuals who have an interest in my organization 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 kicked off by entering into our menu, into our account as soon as you’ve registered with Calendly. And one of 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 actually whatever 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 add one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it likewise permits Calendly.

And what I mean by this, is things beyond just Calendly appointments but things that are happening possibly in your personal life or other conferences 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 remain with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image.

You’re gon na wan na put the name of your service or perhaps it’s your full name. I’ve got two occasions currently that people can select 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 occasion type, which is gon na open up a new screen.

So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your referral. 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, Meeting Scott, truly easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending on the alternative that you choose, you might have some additional options waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can pick this option, my guest needs to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have reserved the visit. 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 away, it’s only after they have actually booked the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can include a description which is something you don’t wan na overlook especially if you have numerous events that you’re gon na be providing to your users. I’m just gon na state, 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 some of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name 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 different URL. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they know what they’re getting also.

And lastly, we can choose a different color. This is really useful if you have multiple occasions, I’m gon na select red in this case so it stands out from the other occasions that I’ve currently created. Now once 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 event. So by opening this app, you’re gon na see a great deal of

We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the first locations that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are happening possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize several calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise define which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include 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 motivate you to publish an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include 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 complete name. I have actually got 2 events currently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.

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

Now as soon as we struck 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 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 reveal you whatever you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very easy and quick tool to permit individuals who are interested in my company 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 started by entering into our menu, into our account when 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 really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 consultations directly to your calendar but it likewise enables Calendly.

to inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to look for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to include those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can confirm 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 encourage you to upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I advise that you put your great profile picture here in addition to your name and possibly a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you wish to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your service or perhaps it’s your full name. I have actually got 2 occasions 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 pick that new event type, which is gon na open up a new screen.

Let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide 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 at your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to add a place 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 particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending on the option that you pick, you may have some extra options waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their telephone number. I need to know who I’m calling or I can select this alternative, my invitee must call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. If someone is considering scheduling 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 scheduled 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 provide their phone number. I’m gon na say update, that’s gon na save that option here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect especially. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other events that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or maybe your complete name to get them to your primary Calendly page however 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 say, meeting Scott, something like that, something that’s so easy for me to recognize but also if I just paste this link and copy, they know what they’re getting.

And finally, we can select a different color. This is very handy if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other events that I’ve already created. Now when 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. So by opening this app, you’re gon na see a great deal of