Are you an expert, a freelancer or maybe you’re simply 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 show you everything you require to know to utilize Calendly Hey there 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 fast and extremely easy tool to allow 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 begun. We’re gon na get things kicked off by going into our menu, into our account when 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. And we wish to go to calendar connections due to the fact that really everything 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 only permits Calendly to book those visits directly to your calendar but it likewise permits Calendly.

And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place perhaps 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 upload an image.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your service or maybe 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 simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can choose from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 actually our primary page here on the house screen where you can add and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an individually conference or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one meeting.

So let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the option that you pick, you might have some additional choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can pick this choice, my guest must call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually booked the visit. If someone is considering 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 only after they have actually booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save 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 specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to maybe 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 organization 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. In this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I just copy and paste this link, they know what they’re getting.

And last but not least, we can select a different color. This is very handy if you have numerous events, I’m gon na select red in this case so it stands out from the other occasions that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a fast and extremely simple tool to enable people 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. So we’re gon na get things began by going into our menu, into our account as soon as 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. Due to the fact that really 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 make certain that you add several calendar accounts. This not just permits Calendly to book those visits directly to your calendar but it also enables Calendly.

And what I suggest by this, is things beyond simply Calendly visits but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain 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.

Now this is most likely more important than you believe. In most cases, 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 showing 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 individuals directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes happen. 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’ve got 2 events presently that individuals can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your prospective 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 actually our primary page here on the home screen where you can include and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, most of people are utilizing Calendly for one-on-one meeting.

Let’s state create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending upon the option that you select, you might have some additional options waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their contact number. I require to understand who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add 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 reserved the visit. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve scheduled 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 them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na overlook particularly if you have several occasions that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your complete name to get them to your primary 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. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I just copy and paste this link, they know what they’re getting.

Now once 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