Are you a consultant, a freelancer or maybe you’re just searching for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a very easy and fast tool to permit people who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account once you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar but it likewise permits Calendly.

to examine other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise specify which calendar to add those consultations to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections established properly. Simply select 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 simply wan na encourage you to publish an image. If this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo design 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 organization or possibly it’s your complete name. I’ve got 2 events presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.

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 upgrade, that’s gon na save 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 occasion is about compared to perhaps some of the other events that I have available.

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

to examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also define which calendar to include those consultations to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up properly. Just select include calendar account here and you can verify with any calendar service including 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 upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile image here in addition to 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 include your company logo or some other image that you would like to add here. And finally, we can click the my link.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your service or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to people 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 house screen. I simply wan na show you where some of those changes take place. I’m gon na click my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters into play. But now let’s carry on to the events themselves and how can you set up one or more 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 actually our primary page here on the home screen where you can include and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an individually conference or a group meeting. Now a group conference lets several guests consult with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. However in many cases, the majority of individuals are utilizing Calendly for individually conference.

Let’s state produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the option that you pick, you might have some additional options waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can select this choice, my guest must call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the consultation. If somebody is considering reserving 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’ve 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 events that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na ignore particularly. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to maybe some of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly your complete 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 once 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 determine but also if I simply copy and paste this link, they know what they’re getting.

Now once we struck 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