Are you a specialist, a freelancer or maybe you’re simply looking for more leads and permitting individuals to quickly and professionally 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 everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a extremely simple 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 begun. 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. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not only enables Calendly to book those consultations directly to your calendar but it likewise allows Calendly.

to check other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have actually picked up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections established properly. Just select include calendar account here and you can authenticate with any calendar service consisting of 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 simply wan na encourage you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and maybe a welcome message simply when they arrive at your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to add here. And lastly, we can click on the my link.

Now this is most likely more important than you think. You’re gon na wan na put the name of your company or maybe it’s your full name. However remember, 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 networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here simply to reveal you where this appears. 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 2 occasions 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 design enters into play. Now let’s move on to the events 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 really our primary page here on the home screen where you can include and modify existing events. I’ve got two events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an individually meeting or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually conference.

In this case, I’m gon na say, 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 choice here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have readily available.

And lastly, we can pick a different color. This is really helpful if you have numerous occasions, I’m gon na choose red in this case just so it stands apart from the other events that I’ve currently developed. Now once we hit 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. By opening this app, you’re gon na see a lot of

Are you a specialist, a freelancer or maybe you’re just trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and very simple tool to enable people who are interested 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 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 want to go to calendar connections due to the fact that 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 add several calendar accounts. This not just allows Calendly to book those visits directly to your calendar but it likewise permits Calendly.

And what I suggest by this, is things beyond simply Calendly visits but things that are occurring perhaps in your individual life or other conferences 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image.

You’re gon na wan na put the name of your company or possibly it’s your complete name. I’ve got two occasions currently that individuals can select 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 event type, which is gon na open up a brand-new screen.

Let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, actually simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the option that you select, you may 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 require 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 choice, my guest ought to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually scheduled the consultation. So if someone is considering 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 just after they have actually scheduled the time will this number be exposed. 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 upgrade, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na overlook especially if you have several occasions that you’re gon na be providing 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 possibly some of the other events that I have offered. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they know what they’re getting.

And last but not least, we can select a different color. This is very helpful if you have several events, I’m gon na choose red in this case just so it stands out from the other events that I’ve already created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of