Are you a specialist, a freelancer or maybe you’re simply searching for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use 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 simple and quick tool to allow people who are interested 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 began by going into our menu, into our account when you have actually registered with Calendly. And one of the first 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 desire to go to calendar connections. The 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 consultations directly to your calendar however it likewise permits Calendly.

to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly visits but things that are occurring maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can use several calendars to check for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to add those appointments to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established properly. Simply select add calendar account here and you can validate 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 just wan na encourage you to upload an image. If this is meetings or consultations 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 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 finally, we can click the my link.

You’re gon na wan na put the name of your service or maybe 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 likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.

Let’s say develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly 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 may have some additional options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. 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 have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have numerous events that you’re gon na be offering to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to perhaps a few of the other events that I have readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your complete name to get them to your primary 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 say, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they know what they’re getting.

Now as soon as 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 an expert, a freelancer or possibly you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need 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 really easy and fast tool to permit individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account as soon as you have actually joined 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 due to the fact that truly 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 enables Calendly to book those visits straight to your calendar however it likewise enables Calendly.

And what I indicate by this, is things beyond just Calendly visits but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 publish an image.

Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your company or perhaps 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 on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people 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 move on to the events themselves and how can you set up one or more events 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 actually our primary page here on the home screen where you can add and edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. But in many cases, most of individuals are utilizing Calendly for one-on-one conference.

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. I’m just 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 some of the other events that I have available.

And finally, we can select a various color. This is extremely practical if you have multiple occasions, I’m gon na select red in this case so it sticks out 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 event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of