Are you an expert, a freelancer or possibly you’re simply trying to find 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 everything you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a really easy and fast tool to permit individuals who are interested in my organization 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 when 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. And we wish to go to calendar connections because truly whatever is based around your relationship with Calendly and your calendar. 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 allows Calendly to book those appointments straight to your calendar however it also permits Calendly.

And what I mean by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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 just wan na encourage you to publish an image.

You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got 2 occasions currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a brand-new screen.

So let’s say produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a telephone 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 noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the alternative that you select, you may have some extra choices waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na need 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 alternative, my invitee must call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the consultation. If somebody is thinking about scheduling 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 say, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can include a description which is something you do not wan na ignore specifically if you have numerous events that you’re gon na be using to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some 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 service name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but also if I just copy and paste this link, they understand what they’re getting also.

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

Are you an expert, a freelancer or perhaps you’re just searching for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a really simple and quick tool to enable individuals who have an interest in my company 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 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. And we want to go to calendar connections due to the fact that actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not only enables Calendly to book those visits directly to your calendar however it also enables Calendly.

to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than just the one that you have chosen up here and you can likewise define which calendar to include those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can validate 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. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and perhaps a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to include here. And lastly, we can click on the my link.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your company or possibly 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 media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that people 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. Today let’s carry on to the occasions themselves and how can you set up several occasions so that it’s as simple for your potential leads or for your clients 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 truly our primary page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na select that new event type, which is gon na open a new screen. We’ve got two options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. But for the most part, most of individuals are using Calendly for one-on-one conference.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other events that I have offered.

And last but not least, we can pick a various color. This is really useful if you have numerous occasions, I’m gon na select red in this case so it sticks out from the other events that I have actually already created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of