Are you a specialist, a freelancer or possibly you’re just 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 reveal you everything you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a extremely simple and quick tool to permit people who have an interest in my service 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 once you’ve signed up 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 due to the fact that 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 include several calendar accounts. This not only allows Calendly to book those visits directly to your calendar but it also enables Calendly.

to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can also define which calendar to add those visits to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections established correctly. Simply choose add calendar account here and you can confirm with any calendar service consisting of 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. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you want to include here. And last but not least, we can click the my link.

Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. But now let’s carry on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can add and edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for individually meeting.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. I’m simply 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 possibly some of the other events that I have offered.

Now when we struck 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 specialist, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a really simple and fast tool to allow people 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 kicked off by entering into our menu, into our account once you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever 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 only enables Calendly to book those visits directly to your calendar however it also permits Calendly.

to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are happening possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to check for conflicts more than just the one that you have chosen up here and you can likewise define which calendar to include those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select include 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 motivate you to publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and perhaps a welcome message simply when they land on your start page. Next action, 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 add here. And finally, 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’ve got 2 events presently 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 pick that brand-new occasion type, which is gon na open up a brand-new screen.

Let’s say produce 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 simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step 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 possibly something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending on the alternative that you choose, you might have some additional alternatives waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their telephone number. I need to know who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number 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 phone number or my dial in number immediately, it’s only after they’ve booked the time will this number be revealed. In this case, I’m gon na state, 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 save that alternative here. Down below we can include a description which is something you do not wan na overlook 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, just something so they can differentiate what this event has to do with compared to perhaps a few of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly 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 once again, you wan na try make it as specific as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they know what they’re getting.

And last but not least, we can choose a various color. This is very helpful if you have multiple events, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve currently developed. Now as soon as we struck 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. So by opening this app, you’re gon na see a lot of