Are you a consultant, a freelancer or perhaps you’re simply trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a fast and very easy tool to enable people who are interested in my company and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 because truly whatever 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 permits Calendly to book those appointments straight to your calendar however it likewise permits Calendly.

And what I suggest by this, is things beyond just Calendly consultations but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. This is definitely 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 submit an image.

Now this is probably more vital than you believe. In most cases, you’re gon na wan na put the name of your business or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you have actually 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 modifications happen. I’m gon na click on my link here just 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 occasions currently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s carry on to the events 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. 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 events. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose 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 conference. Now a group meeting lets multiple guests meet you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. However for the most part, most of individuals are utilizing Calendly for one-on-one conference.

So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an occasion 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 simply gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the choice that you choose, you may have some additional alternatives 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 booking that time to note their phone number. I require to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the appointment. If somebody is considering 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 just after they’ve booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their contact number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na ignore specifically if you have multiple occasions that you’re gon na be offering to your users. 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. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they know what they’re getting also.

And finally, we can choose a various color. This is really helpful if you have several events, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve currently developed. 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 individuals book this occasion. 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 enabling 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 utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a quick and very easy 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 started. So we’re gon na get things began by going into our menu, into our account when 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 want to go to calendar connections due to the fact that 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 add several calendar accounts. This not just allows Calendly to book those visits directly to your calendar but it likewise enables Calendly.

to check other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize multiple calendars to look for disputes more than simply the one that you have picked up here and you can likewise define which calendar to include those consultations to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections established correctly. 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 stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your good profile picture here together with your name and possibly a welcome message simply when they land on your start 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 last but not least, we can click on the my link.

You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got 2 occasions currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-new screen.

So let’s say produce for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, truly easy here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the option that you choose, you might have some additional choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their telephone number. I need to know who I’m calling or I can pick this alternative, my guest should call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. If someone is thinking about scheduling 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 state, 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 conserve that option here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na ignore especially. So 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 occasion has to do with compared to maybe a few of the other events that I have readily available. And after that just listed 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 full 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 attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but 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 extremely handy if you have numerous events, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of