Are you a specialist, a freelancer or maybe you’re just searching for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hello everyone, 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 fast and extremely easy tool to allow people who are interested in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account once you’ve signed up with Calendly. And one of the first 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 whatever 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 allows Calendly to book those appointments directly to your calendar but it likewise enables Calendly.

to examine other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for disputes more than just the one that you have actually chosen up here and you can also define which calendar to add those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can confirm 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. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your good profile image here in addition to your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got two occasions currently that individuals can pick from and when they click on one of those events, 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.

Let’s state create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending on the alternative that you choose, you might have some additional alternatives awaiting you. 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 phone number. I require to understand who I’m calling or I can pick this choice, my guest needs to call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. If somebody is considering 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 just after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na say upgrade, that’s gon na save that choice here. If you have several events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na ignore specifically. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe a few of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I simply copy and paste this link, they understand what they’re getting.

Now when 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

Are you an expert, a freelancer or perhaps you’re simply searching for more leads and permitting 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 understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a very simple and fast tool to allow individuals who have an interest in my organization and in my work to book time with me. So 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 once you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since truly 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 only allows Calendly to book those appointments straight to your calendar but it likewise permits Calendly.

to inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use numerous calendars to look for conflicts more than just the one that you have chosen up here and you can also define which calendar to add those consultations to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established properly. Just select include calendar account here and you can confirm 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 simply wan na encourage you to submit an image. If this is conferences or consultations 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 just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you wish to add here. And finally, we can click on the my link.

Now this is probably more important than you believe. In most cases, you’re gon na wan na put the name of your business or possibly it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here just to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can select from and when they click on among those occasions, 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 events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for one-on-one meeting.

Let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, truly simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the alternative that you select, you might have some extra alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have booked the visit. 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 away, it’s only after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have multiple events that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name 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 try make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply paste this link and copy, they know what they’re getting as well.

Now when 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