Are you an expert, a freelancer or possibly you’re simply searching for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a extremely easy and quick tool to enable individuals who are interested in my organization and in my work to book time with me. 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 joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since 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 one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it also allows Calendly.

And what I mean by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely 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 simply wan na motivate you to upload an image.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got two events presently that people can select 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.

So let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe 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 a lot of cases, depending upon the alternative that you select, you might have some extra alternatives awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this choice, my guest should call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. 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 right now, it’s just after they’ve booked 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 supply their phone number. I’m gon na state update, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na overlook especially if you have multiple occasions that you’re gon na be using 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 event is about compared to perhaps some of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they know what they’re getting as well.

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 a specialist, a freelancer or possibly you’re simply trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require 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’ve utilized Calendly for a while now. It is a extremely simple and quick tool to permit individuals 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 kicked off by going into our menu, into our account when you’ve joined 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 since 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 make sure that you add several calendar accounts. This not just enables Calendly to book those appointments directly to your calendar however it likewise enables Calendly.

to check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to look for disputes more than simply the one that you have 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 correctly. Just choose 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 publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I advise that you put your nice profile image here in addition to your name and maybe 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 company logo design or some other image that you would like to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got 2 events 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 select that brand-new event type, which is gon na open up a brand-new screen.

So let’s state develop for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just 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, Satisfying with Scott, actually easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed 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 alternatives awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this choice, my invitee must call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have booked the visit. So 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 scheduled the time will this number be exposed. 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 state upgrade, that’s gon na save that choice here. If you have several events that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na neglect particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they know what they’re getting.

And finally, we can choose a various color. This is extremely practical if you have numerous events, I’m gon na select red in this case just so it stands apart from the other events that I have actually already developed. Now as soon as we hit 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