Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a extremely simple and fast tool to allow people who have an interest in my service 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 once you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because really 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 just permits Calendly to book those consultations directly to your calendar but it also allows Calendly.

And what I suggest by this, is things beyond simply Calendly visits however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 just wan na motivate you to submit an image.

You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got 2 events presently 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 pick that brand-new occasion type, which is gon na open up a brand-new screen.

So let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just 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, Satisfying with Scott, truly easy here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the choice that you pick, you may have some additional options waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to display this number until they have reserved the visit. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they have actually reserved 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 to provide their telephone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can include a description which is something you don’t wan na neglect especially if you have numerous occasions that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some 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 service name or possibly 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 once again, you wan na try make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they know what they’re getting too.

Now once 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

Are you a specialist, a freelancer or perhaps you’re just looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a very easy and quick tool to permit individuals who are interested in my business and in my work to book time with me. 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 as soon as 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. 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. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those appointments straight to your calendar but it likewise allows Calendly.

to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can use numerous calendars to look for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up properly. 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 simply wan na motivate you to submit an image. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you want to include here. And lastly, we can click the my link.

Now this is probably more crucial than you think. In most cases, you’re gon na wan na put the name of your business or perhaps it’s your complete name. Keep in mind, 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 networks 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 just to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential 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 home screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We’ve got 2 options here, we can either produce an one-on-one conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. But most of the times, most of individuals are utilizing Calendly for individually conference.

Let’s say create for one-on-one. 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 arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the choice that you select, you might have some additional options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can pick this option, my guest should call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the appointment. So if somebody is thinking about booking 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’ve booked the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several occasions that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na ignore specifically. 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 offered. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company 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. So in this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they know what they’re getting.

And finally, we can select a various color. This is very practical if you have several events, I’m gon na pick red in this case so it stands apart from the other occasions that I have actually already created. Now once 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. By opening this app, you’re gon na see a lot of