Are you a consultant, a freelancer or possibly you’re just 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 show you everything you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and really simple tool to allow people who have an interest in my organization and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And among the first 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 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 enables Calendly to book those consultations straight to your calendar but it likewise enables Calendly.

to inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to look for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to add those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose include 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 just wan na motivate you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps 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 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 company or perhaps it’s your full name. I have actually got 2 occasions presently 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 select that new occasion type, which is gon na open up a brand-new screen.

So let’s say create for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a location 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 specific 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 choose call in this case. And in a lot of cases, depending on the option that you pick, you might have some extra alternatives waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the visit. So if somebody 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 right away, it’s just after they’ve reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple events that you’re gon na be using 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 state, 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 possibly some of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your complete 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 again, you wan na try make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they understand what they’re getting.

Now once 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 maybe you’re just looking for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know 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 used Calendly for a while now. It is a quick and extremely easy tool to permit 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 started. We’re gon na get things kicked off by going into our menu, into our account as soon as 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. 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 permits Calendly to book those visits directly to your calendar but it also allows Calendly.

to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are happening perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to look for disputes more than simply the one that you have selected up here and you can also specify which calendar to add those visits to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can authenticate 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 motivate you to submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your nice profile image here together with your name and maybe a welcome message just when they arrive at your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to include here. And last but not least, we can click on the my link.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications occur. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the events themselves and how can you establish several occasions so that it’s as simple for your potential 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 actually our primary page here on the house screen where you can add and edit existing events. I have actually got two events that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an individually meeting or a group conference. Now a group conference lets several invitees consult with you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. But most of the times, most of individuals are using Calendly for individually meeting.

Let’s state produce for individually. 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 reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting Scott, really basic here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, 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 choice that you pick, you might have some additional alternatives waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their contact number. I need to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. If somebody 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’ve reserved 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 upgrade, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na neglect especially. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to maybe a few of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe 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 once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they know what they’re getting.

And finally, we can choose a different color. This is very valuable if you have multiple events, I’m gon na pick red in this case so it stands out from the other events that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of