Are you an expert, a freelancer or maybe you’re simply searching for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hi 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 fast and really easy tool to allow people who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account as soon as you have actually joined Calendly. And among 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 because actually 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 just enables Calendly to book those appointments straight to your calendar however it likewise enables Calendly.

And what I suggest by this, is things beyond simply Calendly consultations however things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.

You’re gon na wan na put the name of your service or maybe it’s your full name. I’ve got 2 occasions presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.

Let’s state produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending on the option that you pick, you may have some additional alternatives waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their telephone number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. 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 just after they have actually reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na ignore especially if you have numerous events that you’re gon na be using to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have readily available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or maybe your complete 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 once again, you wan na try make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they know what they’re getting too.

Now as soon as 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 a specialist, a freelancer or possibly you’re just trying to find more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hi everybody, 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 fast and extremely simple tool to permit people who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things began by going into our menu, into our account once you’ve joined 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 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 permits Calendly to book those appointments straight to your calendar however it likewise permits Calendly.

to inspect other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits however things that are happening perhaps in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to check for disputes more than simply the one that you have chosen up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established correctly. Simply choose add 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 publish 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 picture here along with your name and perhaps a welcome message simply when they land on your beginning 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 include here. And finally, we can click on the my link.

Now this is most likely more vital than you think. In many cases, 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 connect from your site 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 go back to the home screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click my link here simply 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 events currently that individuals can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as easy 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 actually our main page here on the home screen where you can add and modify existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets several guests meet 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. However in many cases, most 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 supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available.

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