Are you an expert, a freelancer or possibly you’re simply looking for more leads and permitting people 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, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a very simple and quick tool to enable individuals who have an interest in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account once you have actually joined 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 actually whatever 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 make sure that you add several calendar accounts. This not only allows Calendly to book those appointments directly to your calendar but it likewise allows Calendly.

And what I mean by this, is things beyond simply Calendly visits however things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely 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 organization or perhaps it’s your complete name. I have actually got two events presently that individuals can choose from and when they click on one of those occasions, 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 new screen.

So let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the alternative that you pick, you may have some additional alternatives waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to show this number till they have booked the consultation. If someone is considering booking 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 state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have several occasions that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization 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 separate URL. In this case again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they know what they’re getting too.

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 a specialist, a freelancer or maybe you’re simply looking for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. 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 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’ve 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 since really everything is based around your relationship with Calendly and your calendar. 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 permits Calendly.

to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are happening possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have picked up here and you can likewise define which calendar to include those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate 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 motivate you to upload an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to add here. And last but not least, we can click on the my link.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your service or perhaps it’s your complete 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 website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click my link here simply to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters into play. And now let’s move on to the occasions themselves and how can you establish several 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 actually our main page here on the house screen where you can add and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for individually meeting.

Let’s say produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the option that you select, you might have some extra alternatives awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually reserved the appointment. If someone is considering scheduling 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 just after they have actually reserved the time will this number be exposed. 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 update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na overlook especially if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps a few of the other events that I have available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or maybe your complete 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 once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they understand what they’re getting also.

Now once 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