Are you a specialist, a freelancer or maybe you’re simply searching for 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 whatever you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a extremely easy and quick tool to allow individuals who have an interest in my business 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’ve 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 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 add several calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it also enables 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 meetings 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 probably more crucial than you believe. You’re gon na wan na put the name of your company or perhaps it’s your full 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 directly so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that people can select from and when they click one of 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 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 truly our primary page here on the house screen where you can add and edit existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na choose that new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an individually meeting or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for individually meeting.

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 say update, that’s gon na save that choice here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events that I have readily available.

Now once 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

Are you a consultant, a freelancer or maybe you’re simply searching for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hi everybody, 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 very easy and fast tool to permit individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account once you have actually registered with Calendly. And one of the first 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 truly 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 allows Calendly to book those appointments straight to your calendar but it likewise allows Calendly.

And what I imply by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other meetings 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 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 motivate you to submit an image.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got two occasions currently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that 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 event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly simple here. I can identify, oop, Satisfying 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 phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the alternative that you select, you may have some additional choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to display 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’ve scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have several events that you’re gon na be using to your users. So 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 has to do with compared to possibly some of the other events that I have readily available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your full 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 again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they know what they’re getting.

And lastly, we can pick a different color. This is very helpful if you have several occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of