Are you an expert, a freelancer or maybe you’re just looking 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 utilize Calendly Hello everybody, 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 extremely simple tool to allow people who have an interest in my organization and in my work to book time with me. So I wan na reveal 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 wish to go to calendar connections since actually 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 several calendar accounts. This not just permits Calendly to book those appointments straight to your calendar however it likewise enables Calendly.

to examine other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use several calendars to look for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify 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 upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and possibly 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 company logo design or some other image that you would like to include here. And last but not least, we can click the my link.

Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your full name. However 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 networks 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, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications 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 two events currently that individuals can select 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 move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk 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 supply their phone number. I’m gon na say update, that’s gon na conserve that option here. I’m simply gon na state, 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 some of the other events that I have readily available.

Now once we hit 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

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 one of the first places that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to examine other bookings that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are occurring possibly in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for disputes. You can utilize multiple calendars to look for conflicts more than just the one that you have chosen up here and you can likewise specify which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm 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 encourage you to submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo 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 business or perhaps it’s your complete name. I’ve got two events currently that individuals can pick 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 occasion type, which is gon na open up a brand-new screen.

Let’s state produce for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this a personally meeting, a 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 listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the choice that you choose, you might have some extra options waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my guest must call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have reserved 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 just after they have actually booked 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 offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na ignore especially if you have numerous occasions that you’re gon na be using to your users. I’m just gon na say, 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 available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service 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. So in this case again, you wan na try make it as particular as possible. Possibly I’m gon na state, fulfilling 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.

And last but not least, we can pick a various color. This is really handy if you have several occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of