Are you a consultant, a freelancer or possibly you’re simply looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to permit 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 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 wish to go to calendar connections due to the fact that truly everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it also enables Calendly.

And what I indicate by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other conferences 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 remain 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.

Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your organization 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 link from your site or your social networks accounts or you can simply 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 go back to the home screen. I simply wan na reveal you where some of those changes 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 people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s proceed to the events themselves and how can you establish several events so that it’s as easy for your potential leads or for your clients 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 main page here on the house screen where you can include and edit existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We have actually got 2 options here, we can either create an individually conference or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have available.

Now when we struck 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

Are you a specialist, a freelancer or possibly you’re just trying to find more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a really easy and quick tool to enable individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as 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. And we wish 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 include one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it likewise permits Calendly.

And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring possibly in your individual 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 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 publish an image.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your company or maybe 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 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, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. And now let’s carry 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 truly our main page here on the house screen where you can include and edit existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either develop an individually conference or a group meeting. Now a group conference lets several invitees consult with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for individually conference.

Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a place 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 particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the option that you select, you may have some extra alternatives awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have booked the appointment. If somebody is thinking about booking 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. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na overlook particularly if you have several occasions that you’re gon na be providing to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your business name or maybe your full 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 perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they understand what they’re getting as well.

And lastly, we can choose a various color. This is very useful if you have numerous events, I’m gon na choose red in this case so it sticks out from the other events that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of