Are you a specialist, a freelancer or possibly you’re just searching for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a really simple and quick tool to enable people who are interested in my company 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 have actually signed up with 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 because really 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 include one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar but it also enables Calendly.

to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can use multiple calendars to look for disputes more than just the one that you have actually picked up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established properly. 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 submit an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message just when they arrive on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you wish to include here. And lastly, we can click the my link.

Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your business or maybe it’s your full name. But 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 just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those modifications occur. I’m gon na click on my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the occasions themselves and how can you set up one or more events 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 go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and modify existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets numerous guests meet you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, 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 save that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have offered.

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 just searching for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a fast and extremely simple tool to permit individuals 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 started. We’re gon na get things kicked off by going into our menu, into our account when 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. Since truly whatever is based around your relationship with Calendly and your calendar, and we want 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 just allows Calendly to book those appointments straight to your calendar however it likewise permits Calendly.

And what I mean by this, is things beyond just Calendly appointments however things that are happening perhaps in your personal life or other conferences 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 stay 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 probably more vital than you think. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing 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 have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications happen. I’m gon na click my link here just 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 have actually got two events currently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients 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 really our primary page here on the home screen where you can add and edit existing events. I have actually got 2 events that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either develop an individually meeting or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But for the most part, most of people are using Calendly for individually meeting.

So let’s state produce for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, truly basic here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the choice that you choose, you might have some additional choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can select this alternative, my invitee should 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 display this number up until they have actually booked the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they have actually booked 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 save that choice here. Down below we can include a description which is something you do not wan na neglect particularly if you have several occasions that you’re gon na be offering to your users. So I’m simply 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 maybe a few of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I just paste this link and copy, they know what they’re getting too.

Now once we hit 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