Are you an expert, a freelancer or maybe you’re simply looking for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and really simple tool to enable individuals who are interested in my business 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 once 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. Since really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar but it also permits Calendly.

to examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are happening maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to check for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to include those appointments to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections established correctly. Simply choose add calendar account here and you can authenticate 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 just wan na motivate you to submit an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you want to include here. And lastly, we can click the my link.

Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your business or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those modifications occur. I’m gon na click on 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 occasions currently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters 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 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 truly our primary page here on the house screen where you can include and edit existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an individually meeting or a group conference. Now a group conference lets numerous invitees consult with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that option 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 distinguish what this event is about compared to possibly some of the other events that I have readily available.

And finally, we can pick a various color. This is very valuable if you have multiple events, I’m gon na select red in this case so it sticks out from the other occasions that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

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

And what I suggest by this, is things beyond simply Calendly consultations but things that are happening possibly in your individual life or other conferences 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 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.

Now this is probably more important than you believe. You’re gon na wan na put the name of your service 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 networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes take place. I’m gon na click my link here just to reveal 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 have actually got two occasions currently that individuals can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters into play. But now let’s move on to the occasions themselves and how can you set up several occasions so that it’s as simple for your potential 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 really our main page here on the house screen where you can add and modify existing events. I have actually got two events that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either produce an individually conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However for the most part, most of individuals are using Calendly for one-on-one conference.

So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, 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, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can tell our users upfront, is this a personally 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-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending upon the choice that you select, you might have some extra alternatives awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their contact number. I require to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have several occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na neglect especially. I’m just gon na state, 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 events that I have readily available. 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 perhaps your complete 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 particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting too.

Now as soon as 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

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 locations 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.

And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring possibly in your individual life or other conferences that come up as a part of your day. This is absolutely 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 encourage you to upload an image.

Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your company or possibly it’s your complete name. But remember, 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 straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click on my link here just to show you where this appears. 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 people can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. And now let’s carry on to the events themselves and how can you establish one or more occasions so that it’s as easy for your potential leads or for your clients 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 truly our primary page here on the house screen where you can add and edit existing events. I’ve got 2 events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got two options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for individually conference.

Let’s state create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply 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 basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the alternative that you pick, you might have some additional options awaiting you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this option, my guest must call me. In this case, I can add my desired contact 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 appointment. 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 have actually reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be providing to your users. 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 event is about compared to maybe a few of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however also if I just copy and paste this link, they understand what they’re getting.

And finally, we can pick a various color. This is really practical if you have several events, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of