Are you an expert, a freelancer or possibly you’re simply searching for more leads and enabling 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 use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a really simple and quick tool to allow individuals who have an interest in my service 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 once 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. Since actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The 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 but it likewise enables Calendly.

to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have selected up here and you can also define which calendar to include those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate 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 motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your good profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you wish to include here. And lastly, we can click the my link.

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

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 choice here. I’m simply 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 available.

Now when 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

We’re gon na get things kicked off by going into our menu, into our account when 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I mean by this, is things beyond just Calendly visits however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very 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 simply wan na motivate you to upload an image.

Now this is probably more important than you believe. For the most part, you’re gon na wan na put the name of your organization or perhaps 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 just copy and paste this and give it to individuals straight 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 simply wan na reveal you where some of those changes take place. I’m gon na click on my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Today let’s proceed to the events themselves and how can you establish one or more events 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 truly our primary page here on the house screen where you can add and modify existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for individually meeting.

So let’s say create for individually. 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 reference. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending on the option that you pick, you may have some extra alternatives waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their telephone number. I need to know who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they have actually scheduled the time will this number be revealed. However 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 state update, that’s gon na conserve that choice here. If you have several occasions that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na ignore specifically. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly a few of the other events that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they know what they’re getting as well.

And lastly, we can pick a different color. This is extremely useful if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually already created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of