Are you an expert, a freelancer or maybe you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a extremely easy and quick tool to allow people who are interested 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 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 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 just permits Calendly to book those visits straight to your calendar however it likewise allows Calendly.

And what I indicate by this, is things beyond just Calendly appointments 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 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 submit an image.

Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your organization or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when 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 changes occur. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can pick from and when they click on 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 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 really 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 produce a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an individually meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be fantastic for an instructor or if you are supplying 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 say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m just 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 some of the other events that I have readily available.

And last but not least, we can select a different color. This is extremely handy if you have numerous occasions, I’m gon na select red in this case so it stands out from the other occasions that I have actually currently developed. Now once 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

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. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

to check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to include those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate with any calendar service consisting of 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 just wan na motivate you to publish an image. If this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, 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 include here. And finally, we can click the my link.

You’re gon na wan na put the name of your service or possibly it’s your full name. I’ve got 2 events 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 new event type, which is gon na open up a brand-new screen.

Let’s state create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, truly simple here. So I can recognize, 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 conference, a call or is it gon na be a specific 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 select call in this case. And in many cases, depending on the alternative that you choose, 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 booking that time to list their phone number. I require to know who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually booked the visit. If someone 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 have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that option here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na overlook particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have offered. And then simply listed below the description, we have our occasion 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 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 particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but also if I simply copy and paste this link, they understand what they’re getting.

Now as soon as 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