Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and extremely simple tool to allow people who are interested in my company 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 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. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not just permits Calendly to book those consultations directly to your calendar however it also enables Calendly.

to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down listed 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 actually chosen up here and you can also specify which calendar to add those visits to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply choose 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 motivate you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your nice profile picture here in addition to your name and perhaps a welcome message just when they arrive at your beginning page. Next step, 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 include here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got 2 occasions currently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.

So let’s state develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a location 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 using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the choice that you choose, you might have some extra options awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their contact number. I need to understand who I’m calling or I can select this choice, my guest ought to call me. In this case, I can include my desired phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have reserved the consultation. If somebody is considering scheduling 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. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their contact number. I’m gon na state update, that’s gon na save that choice here. Down below we can add a description which is something you don’t wan na neglect especially if you have several events that you’re gon na be providing to your users. 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 occasion is about compared to perhaps some of the other events that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe your complete 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 again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they know what they’re getting as well.

And last but not least, we can select a different color. This is extremely helpful if you have several events, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually currently developed. Now as soon as we hit 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. 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 include one or more calendar accounts.

to inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are happening maybe in your individual 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 several calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select 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 simply wan na motivate you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice 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 add your company logo design or some other image that you would like to include here. And lastly, we can click on the my link.

Now this is probably more vital than you think. You’re gon na wan na put the name of your service or perhaps 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 networks accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can choose from and when they click on among those events, they are likewise 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 establish several occasions so that it’s as easy for your prospective 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 include and modify existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an individually conference or a group meeting. Now a group conference lets several invitees meet 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 a lot of cases, the majority of people are utilizing Calendly for individually conference.

So let’s state produce for one-on-one. On this screen, the first thing that we require 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 arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually easy here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face meeting, a 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 in most cases, depending upon the option that you choose, you might have some additional alternatives awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this choice, my guest must call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have reserved the visit. If someone is thinking about 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 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 to offer their contact number. I’m gon na say update, that’s gon na save that option here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na overlook particularly. So 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 event is about compared to perhaps a few of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your complete 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 attempt make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I simply paste this link and copy, they understand what they’re getting.

Now when 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