Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and allowing 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 use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a quick and extremely simple tool to allow individuals who have an interest in my business and in my work to book time with me. I wan na show 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 among the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those appointments straight to your calendar however it also permits Calendly.

to check other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are happening perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can also look for disputes. You can use multiple calendars to look for disputes more than just the one that you have chosen up here and you can likewise define which calendar to add those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got two events presently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.

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 state upgrade, that’s gon na conserve that choice here. I’m just gon na say, 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.

And finally, we can select a different color. This is extremely practical if you have several occasions, I’m gon na choose red in this case so it stands out from the other occasions that I’ve already produced. Now once we hit 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. By opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or possibly you’re simply searching for more leads and allowing 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 use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a fast and very easy tool to enable people 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. So we’re gon na get things began by entering into our menu, into our account once you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we want 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 also allows Calendly.

to check other reservations that you may have going on. And what I indicate 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. Down below here, you can likewise check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also define which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can authenticate with any calendar service including 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 encourage you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your business or perhaps it’s your complete name. I have actually got two occasions presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.

Let’s state produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly basic here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform 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 possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the option that you pick, you may have some extra choices waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their contact number. I require to understand who I’m calling or I can pick this choice, my guest needs to call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they have actually scheduled the time will this number be revealed. 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 save that option here. Down listed below we can include a description which is something you do not wan na neglect specifically if you have multiple events that you’re gon na be using to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to possibly some of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they know what they’re getting.

And lastly, we can choose a different color. This is very useful 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 currently produced. Now once we struck 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