Are you an expert, a freelancer or perhaps you’re just trying to find more leads and permitting 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 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 utilized Calendly for a while now. It is a fast and extremely easy tool to allow people who are interested in my business and in my work to book time with me. So 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 when 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. Since actually everything 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 add one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar but it also permits Calendly.

And what I mean by this, is things beyond simply Calendly consultations but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 service or maybe it’s your full name. I have actually got 2 occasions presently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.

So let’s state create for individually. 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 referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, really basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform 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 listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the choice that you select, you might have some extra alternatives awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I need to know who I’m calling or I can select this choice, my guest should call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have booked the consultation. So 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 now, it’s just after they’ve booked 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 offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have multiple events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook especially. So 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 perhaps a few of the other events that I have available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization 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 again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting.

Now when we hit 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 an expert, a freelancer or maybe you’re simply 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 show you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a very easy and fast tool to enable individuals who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things started by going into our menu, into our account when you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since truly everything 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 add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it also enables Calendly.

And what I imply by this, is things beyond just Calendly visits however things that are taking place maybe in your individual life or other meetings 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 remain 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.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your service or possibly 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 individuals straight so that they can land on your Calendly page. All right, once 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 modifications occur. I’m gon na click my link here simply to show you where this shows up. 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 events currently that people can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters 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 easy 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 main page here on the home screen where you can include and modify existing occasions. I’ve got two events that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of people are utilizing Calendly for one-on-one conference.

So let’s say create for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference 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 select telephone call in this case. And in many cases, depending on the option that you select, you might have some additional options awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can select this alternative, my guest should call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. If someone is thinking about reserving 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 only after they have actually scheduled the time will this number be exposed. 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 state upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na ignore particularly if you have several events that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have available. And then just listed 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 full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just 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 event. By opening this app, you’re gon na see a lot of