Are you an expert, a freelancer or maybe you’re just 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 reveal you everything you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a extremely simple and quick tool to enable 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. So we’re gon na get things kicked off by going into our menu, into our account as soon as you’ve joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just enables Calendly to book those consultations directly to your calendar however it likewise enables Calendly.

to examine other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring maybe in your personal 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 multiple calendars to check for conflicts more than just the one that you have selected up here and you can also define which calendar to add those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Simply choose 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 motivate you to submit an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your good profile picture here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you would like to include here. And last but not least, we can click on the my link.

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

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 conserve that option here. I’m just 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 possibly some of the other occasions that I have available.

And finally, we can select a various color. This is very practical if you have numerous occasions, I’m gon na choose red in this case so it sticks out from the other events that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a very 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 begun. 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 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 because actually 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 add one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar but it likewise enables Calendly.

to inspect other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize numerous calendars to look for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to add those consultations to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just choose add 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 motivate you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to add here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got two occasions currently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.

So let’s say produce for individually. 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 referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the alternative that you pick, you may have some additional choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can select this choice, my guest must call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. 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’ve reserved the time will this number be revealed. 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 upgrade, that’s gon na save that choice here. Down below we can add 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 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 event is about compared to maybe some of the other occasions that I have offered. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they understand what they’re getting too.

And finally, we can pick a different color. This is extremely handy if you have several occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Are you an expert, a freelancer or possibly you’re simply looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require 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 quick and extremely easy tool to enable individuals who have an interest in my service and in my work to book time with me. So 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 as soon as 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. Because actually whatever 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 permits Calendly to book those consultations straight to your calendar however it also allows Calendly.

to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to look for disputes more than just the one that you have picked up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections established correctly. Simply choose add calendar account here and you can validate 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 motivate you to publish an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile image here together with your name and maybe a welcome message simply when they arrive on your beginning page. Next action, you also 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 finally, we can click the my link.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just 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 show you where some of those changes take place. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s proceed to the occasions themselves and how can you establish 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 go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for one-on-one 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 update, that’s gon na save that option 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 occasion is about compared to possibly some of the other events that I have readily available.

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