Are you a consultant, a freelancer or maybe you’re simply looking for more leads and permitting individuals to quickly and expertly 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 stress. And I’ve utilized Calendly for a while now. It is a extremely simple and quick 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 when you have actually 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 want to go to calendar connections due to the fact that really 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 add one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it likewise enables Calendly.

to check other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise check for conflicts. 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. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can validate 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 just wan na motivate you to submit an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here together with your name and perhaps a welcome message simply when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you want to add here. And lastly, we can click on the my link.

Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your business or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing 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 land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications happen. I’m gon na click on my link here just to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that individuals can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo design 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 easy 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 actually our primary page here on the home screen where you can add and edit existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group meeting lets multiple guests meet you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. I’m simply gon na state, 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 possibly some of the other occasions that I have offered.

Now when 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

Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a very simple and quick tool to enable people who have an interest in my business and in my work to book time with me. 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 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 want to go to calendar connections because really 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 add one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it also allows Calendly.

And what I mean by this, is things beyond simply Calendly consultations but things that are happening perhaps in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely 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 simply wan na encourage you to publish an image.

You’re gon na wan na put the name of your business or maybe it’s your full name. I’ve got two occasions presently that individuals can pick from and when they click on one of those occasions, they are also 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 say create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending upon the option that you choose, you may have some extra options awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can pick this choice, my invitee should call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually reserved the visit. If somebody 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 only after they’ve booked 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 conserve that alternative here. If you have multiple events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na ignore particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however also if I simply paste this link and copy, they understand what they’re getting.

And last but not least, we can pick a different color. This is very practical if you have multiple events, I’m gon na pick red in this case just so it stands out from the other events that I have actually already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of