Are you a specialist, a freelancer or maybe you’re just looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to allow 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. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you have actually joined 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 since actually whatever 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 add one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it also permits Calendly.

And what I imply by this, is things beyond just Calendly appointments however things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is certainly 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 encourage you to upload an image.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your service or possibly it’s your full name. However 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click my link here just to show 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 two occasions presently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo comes into 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 simple for your prospective leads or for your customers 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 main page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets several guests meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However most of the times, the majority of people are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have available.

And last but not least, we can pick a different color. This is really helpful if you have numerous occasions, I’m gon na choose red in this case just so it sticks out from the other events that I’ve already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or perhaps you’re just 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 show you whatever you need to understand 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 quick and really simple tool to enable people who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things started. 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 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 desire to go to calendar connections. So the 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 visits straight to your calendar but it also permits Calendly.

to examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and perhaps 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 include your company logo design or some other image that you want to include here. And lastly, we can click on the my link.

Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your company or perhaps 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 networks accounts or you can just copy and paste this and give it to individuals straight 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 simply wan na show you where some of those modifications happen. I’m gon na click on 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 and that welcome message. I’ve got 2 occasions currently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters 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 simple 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 really our primary page here on the house screen where you can add and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, the majority of individuals are using Calendly for individually conference.

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 conserve that alternative here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have readily available.

And lastly, we can choose a various color. This is very valuable if you have several events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of