Are you an expert, a freelancer or possibly you’re just trying to find 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 whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a very simple and fast tool to permit people who are interested in my business 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 entering into our menu, into our account as soon as 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. And we want to go to calendar connections because really 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 permits Calendly to book those consultations straight to your calendar however it also permits Calendly.

to check other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are happening perhaps in your personal life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use multiple calendars to look for conflicts more than simply the one that you have actually selected up here and you can likewise define which calendar to include those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select 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 just wan na motivate you to submit an image. If this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you want 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 business or possibly it’s your full name. I have actually got 2 occasions currently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion 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 supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have readily available.

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 a consultant, a freelancer or maybe you’re simply looking for more leads and permitting people 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 Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a really simple and quick tool to permit individuals who have an interest in my business and in my work to book time with me. So 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 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. Due to the fact that truly 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 permits Calendly to book those visits straight to your calendar however it likewise permits Calendly.

to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to look for disputes more than simply the one that you have chosen up here and you can also specify which calendar to include those visits to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections set up properly. Just choose add calendar account here and you can verify with any calendar service consisting of 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 simply wan na encourage you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and maybe a welcome message just when they arrive at your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you want to add here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your organization or possibly it’s your full name. I’ve got two occasions currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new occasion 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 give it an occasion name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the option that you select, you might have some additional alternatives waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I require to know who I’m calling or I can choose this option, my guest needs to call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have scheduled 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 immediately, it’s just after they have actually booked 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be providing 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 say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to maybe some of the other occasions that I have readily available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business 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 separate URL. So in this case 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 however likewise if I simply paste this link and copy, they understand what they’re getting.

Now when 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