Are you an expert, a freelancer or perhaps you’re simply searching for more leads and allowing individuals 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 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 extremely simple and quick tool to enable people who have an interest in my service and in my work to book time with me. So 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 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 truly 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 permits Calendly to book those appointments directly to your calendar but it likewise enables Calendly.

And what I indicate by this, is things beyond simply Calendly visits however things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. 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.

You’re gon na wan na put the name of your service or possibly it’s your complete name. I have actually got 2 occasions presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new event type, which is gon na open up a brand-new screen.

Let’s say produce for one-on-one. On this screen, the first thing that we need 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 at your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can tell 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 phone call in this case. And oftentimes, depending on the alternative that you choose, you might have some extra alternatives waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have several occasions 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, simply something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have offered. And after that just 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 complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they know 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

Are you a specialist, a freelancer or perhaps you’re just searching for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hello 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 extremely simple and quick tool to allow individuals who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account once 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. Because really everything 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 ensure that you add several calendar accounts. This not only enables Calendly to book those appointments directly to your calendar however it also allows Calendly.

And what I imply by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your personal life or other meetings 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 properly. 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 submit an image.

Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your full 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 site or your social media accounts or you can just copy and paste this and give it to people directly so that they can land 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 a few of those changes happen. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can select from and when they click 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 occasions themselves and how can you set up one or more occasions 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 really our primary page here on the home screen where you can include and edit existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either develop an individually conference or a group conference. Now a group conference lets numerous guests meet with you at a single time. This might be great 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 people are using Calendly for individually meeting.

In this case, I’m gon na say, I will call my invitees ’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. I’m simply 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 occasions that I have readily available.

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