Are you an expert, a freelancer or perhaps you’re just searching for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to enable 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 begun. So we’re gon na get things kicked off by entering into our menu, into our account once you’ve registered 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 actually 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 only permits Calendly to book those consultations directly to your calendar but it likewise enables Calendly.

And what I imply by this, is things beyond simply Calendly consultations however things that are happening perhaps in your personal life or other meetings 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 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 publish an image.

Now this is probably more vital than you think. You’re gon na wan na put the name of your company 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 website 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, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications occur. I’m gon na click on my link here just to reveal 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 people can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters into play. But now let’s proceed to the events themselves and how can you establish 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 truly our main page here on the house screen where you can add and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. However most of the times, most of people are using Calendly for one-on-one conference.

Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly basic here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place 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 particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the option that you choose, you might have some extra alternatives awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I need to understand who I’m calling or I can pick this alternative, my guest should call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have booked the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just 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 supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have several occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na neglect specifically. 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 occasion has to do with compared to perhaps a few of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company 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. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they know what they’re getting.

And lastly, we can choose a different color. This is very valuable if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other occasions that I’ve currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or maybe you’re just trying to find more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a quick and very simple tool to permit people 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. So we’re gon na get things started by going into our menu, into our account as soon as you have actually signed up with Calendly. And among 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar but it likewise allows Calendly.

And what I indicate by this, is things beyond just Calendly consultations but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 upload an image.

Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your business or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes happen. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that people can choose from and when they click one of 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 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 add and modify existing occasions. I’ve got two events that I’m using at the moment however let’s go and develop 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 two options here, we can either develop an individually conference or a group conference. Now a group meeting lets numerous guests meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. But most of the times, the majority of individuals are utilizing Calendly for individually conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have available.

Now as soon as 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