Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and allowing people to quickly 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 everyone, 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 fast and very simple tool to enable people who are interested in my company and in my work to book time with me. So 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’ve 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 due to the fact that 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 make sure that you add several calendar accounts. This not only allows Calendly to book those consultations straight to your calendar however it also permits Calendly.

And what I indicate by this, is things beyond just 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 really first stop to make sure that you have your calendar connections set up correctly. 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 encourage you to publish an image.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization 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 connect from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click my link here just to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can select 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. 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 prospective 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 really our main page here on the home screen where you can add and modify existing events. I’ve got two occasions that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets numerous invitees consult with you at a single time. This might be excellent 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 people are utilizing Calendly for one-on-one meeting.

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 state update, that’s gon na conserve that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have offered.

And last but not least, we can choose a various color. This is very practical if you have several occasions, I’m gon na select red in this case just so it stands apart from the other events that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. 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 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 include one or more calendar accounts.

to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to check for disputes more than just the one that you have picked up here and you can also specify which calendar to add 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 include calendar account here and you can confirm 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 encourage you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And finally, we can click on the my link.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your company 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 connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click on my link here simply to reveal you where this shows up. 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 two events currently that people can pick 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 into play. Today let’s carry on to the events themselves and how can you set up one or more events 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 home screen where you can include and edit existing events. I’ve got two events that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either produce an individually meeting or a group meeting. Now a group conference lets multiple invitees consult 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 using Calendly for individually meeting.

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 save that alternative here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other occasions that I have offered.

Now once 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