Are you a consultant, a freelancer or perhaps you’re just searching for more leads and enabling people to quickly 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 Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to enable individuals who have an interest in my service and in my work to book time with me. I wan na show you how to get things begun. 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 among the top places that you’re gon na wan na go is up here to your account. Because actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The 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 however it likewise enables Calendly.

to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly consultations but 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 likewise look for disputes. You can utilize several calendars to check for conflicts more than just the one that you have selected up here and you can also specify which calendar to include those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate 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 encourage 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 picture here in addition to your name and possibly a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to add here. And last but not least, we can click the my link.

Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your service or perhaps it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click on my link here just to reveal you where this shows up. So 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 presently that people can choose from and when they click among those occasions, they are likewise 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 establish several occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. 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 include and edit existing occasions. I have actually got 2 events that I’m using at the moment but 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 have actually got two options here, we can either create an individually meeting or a group meeting. Now a group conference 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 most cases, the majority of people are utilizing Calendly for individually conference.

So let’s state produce 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 recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this a personally conference, a telephone 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 select telephone call in this case. And in most cases, depending on the choice that you pick, you might have some extra alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual 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 invitee ought to call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve scheduled 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 ask them to provide their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na neglect particularly 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, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps 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 attempt make it as particular as possible. So maybe I’m gon na state, satisfying 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 too.

And lastly, we can select a different color. This is extremely helpful if you have multiple occasions, I’m gon na pick red in this case just so it stands out from the other events that I have actually already created. 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 people book this event. By opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or maybe you’re just searching for more leads and enabling 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 understand to use Calendly Hey there everybody, 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 really simple tool to permit people who have an interest in my business and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because actually whatever is based around your relationship with Calendly and your calendar, and we desire 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 just enables Calendly to book those consultations directly to your calendar however it likewise allows Calendly.

And what I mean by this, is things beyond simply Calendly consultations but things that are occurring possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your really 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 encourage you to submit an image.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your company or possibly it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those modifications happen. I’m gon na click my link here simply to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s carry on to the events themselves and how can you establish several occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets multiple invitees 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. But in many cases, the majority of people are utilizing Calendly for one-on-one meeting.

So let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending on the choice that you choose, you might have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually booked 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 inquire to offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na overlook particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to maybe a few of the other occasions that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or perhaps your full 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. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I simply copy and paste this link, they understand what they’re getting.

Now when we hit 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