Are you an expert, a freelancer or maybe you’re just trying to find more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and very simple 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 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 top places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 but it also enables Calendly.

to check other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise look for disputes. You can use several calendars to check for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to include those appointments to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up properly. Simply select add calendar account here and you can verify 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 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 great profile photo here in addition to your name and possibly a welcome message just when they arrive on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like to include here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got 2 occasions currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new event 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 option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have readily available.

Now once 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 consultant, a freelancer or perhaps you’re just trying to find more leads and enabling 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 know to utilize Calendly Hey there 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 really easy and fast tool to allow people who have an interest in my company 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 began by entering into our menu, into our account once you have actually joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very 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 visits straight to your calendar but it also enables Calendly.

And what I mean by this, is things beyond just Calendly visits but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely 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 upload an image.

Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your complete name. Remember, 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 networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here just to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can pick from and when they click among those occasions, they are also 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 occasions so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, most of people are using Calendly for one-on-one meeting.

Let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your reference. 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, Consulting with Scott, actually easy here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the option that you pick, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have scheduled the consultation. 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 only after they’ve reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have several events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na overlook especially. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to possibly a few of the other events that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page however 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. Possibly 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 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