Are you a specialist, a freelancer or maybe you’re simply looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a quick and really simple tool to enable people who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things started by going into our menu, into our account when you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because really whatever 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 one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar but it also allows Calendly.

to examine other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections established properly. Just select 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 submit an image. If this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include here. And finally, we can click on the my link.

You’re gon na wan na put the name of your organization or maybe it’s your full name. I have actually got two events presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have readily available.

Now as soon as 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 as soon as you’ve signed up with Calendly. And one of the very first locations 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 add one or more calendar accounts.

to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening perhaps in your individual 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 numerous calendars to look for conflicts more than just the one that you have chosen up here and you can also specify which calendar to add those visits to. This is certainly 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 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 just wan na motivate you to publish an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and maybe a welcome message simply when they land on your beginning 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 would like to include here. And last but not least, we can click on the my link.

Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your company or maybe it’s your complete name. But 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 media 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 go back to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click my link here simply to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you establish one or more events so that it’s as simple for your prospective 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 main page here on the home screen where you can include and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group conference. Now a group meeting lets several guests meet with 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 bulk of people are using Calendly for individually conference.

Let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area 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 conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending upon the choice that you choose, you might have some extra alternatives awaiting 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 booking that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. So if somebody is thinking about scheduling 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 just after they’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have several events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na ignore especially. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain 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 attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they know what they’re getting.

And finally, we can choose a different color. This is extremely handy if you have numerous occasions, I’m gon na choose red in this case just so it stands out from the other events that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of