Are you an expert, a freelancer or possibly you’re just looking for more leads and enabling people to easily 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 everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a very easy and quick tool to enable individuals who are interested in my company 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 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 truly everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar however it likewise permits Calendly.

to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are happening maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections established properly. Simply select include calendar account here and you can validate with any calendar service including 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 simply wan na motivate you to publish an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your good profile picture here in addition to your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to add here. And last but not least, we can click on the my link.

Now this is probably more crucial than you believe. In most cases, you’re gon na wan na put the name of your organization or maybe 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 site 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 just wan na show you where a few of those changes take place. I’m gon na click on my link here just to show you where this appears. 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 presently that individuals can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters 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. So let’s return to our menu within our account screen here. And this is actually our main page here on the home screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an individually meeting or a group conference. Now a group conference lets multiple invitees meet with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for one-on-one meeting.

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 save that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other events that I have readily available.

And last but not least, we can select a various color. This is really helpful if you have multiple events, I’m gon na choose red in this case just so it stands out from the other events that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of

Are you a specialist, a freelancer or possibly you’re simply searching 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 everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and really simple tool to permit individuals 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 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 truly whatever 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 one or more calendar accounts. This not only permits Calendly to book those visits straight to your calendar but it likewise enables Calendly.

And what I mean by this, is things beyond just Calendly visits but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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.

Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your service or maybe it’s your full name. However remember, 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 media accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes happen. I’m gon na click my link here just to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. 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 have actually got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group conference lets multiple invitees meet you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. But in most cases, most of individuals are using Calendly for one-on-one conference.

So let’s state produce 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 reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually easy here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the choice that you select, you may have some additional choices awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their telephone number. I require to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. If someone 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 have actually 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 offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have numerous events that you’re gon na be offering to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly a few of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or possibly 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 again, you wan na try make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting too.

And lastly, we can choose a different color. This is very handy if you have multiple occasions, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of