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Are you an expert, a freelancer or possibly you’re just looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy 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 service 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 as soon as you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since 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 ensure that you add several calendar accounts. This not just permits Calendly to book those appointments straight to your calendar but it also permits Calendly.

to examine 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 personal life or other meetings that turn up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to check for disputes more than just the one that you have picked up here and you can likewise specify which calendar to include those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can validate 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 simply wan na motivate you to upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to add here. And last but not least, we can click on the my link.

Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your business or possibly 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 website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at 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 reveal you where a few of those changes occur. I’m gon na click my link here simply to reveal you where this appears. 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 presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s carry on to the occasions themselves and how can you establish one or more occasions so that it’s as easy for your potential 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 truly our primary page here on the house screen where you can include and modify existing events. I have actually got two events that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for individually conference.

Let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the option that you choose, you may have some additional options waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have booked the consultation. If somebody is thinking about 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 have actually reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their telephone number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na ignore particularly if you have numerous occasions that you’re gon na be using 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 separate what this occasion is about compared to maybe some of the other events that I have offered. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your primary 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 specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting too.

And last but not least, we can choose a various color. This is really valuable if you have multiple occasions, I’m gon na pick red in this case just so it stands apart from the other events that I have actually already developed. Now when 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. So by opening this app, you’re gon na see a lot of