Are you an expert, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hi 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 fast and extremely easy tool to permit individuals who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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 truly whatever is based around your relationship with Calendly and your calendar, and we want 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 only enables Calendly to book those appointments directly to your calendar but it also allows Calendly.

to inspect other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than just the one that you have chosen up here and you can also specify which calendar to include those appointments to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate with any calendar service including 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 simply wan na encourage you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I advise that you put your nice profile photo here together with your name and possibly a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you want to add here. And finally, we can click on the my link.

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

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 say update, that’s gon na conserve that option here. I’m just gon na say, this is a meeting 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 different color. This is extremely useful if you have several occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or possibly you’re simply 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 reveal you everything you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a really easy and quick tool to permit people who have an interest in my organization 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 when 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. Since really everything 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 ensure that you add one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar but it likewise allows Calendly.

And what I imply by this, is things beyond simply Calendly visits however things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is absolutely 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 believe. In most cases, you’re gon na wan na put the name of your service or perhaps it’s your full 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 site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click my link here simply 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 two events presently that individuals can choose from and when they click on among those events, 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 events themselves and how can you establish one or more occasions so that it’s as simple for your potential 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 really our main page here on the home screen where you can include and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either develop an individually conference or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for individually conference.

So let’s state develop for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the option that you choose, you may have some extra choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve booked the time will this number be exposed. 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 alternative here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to maybe some of the other events that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly 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 once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting.

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