Are you a consultant, a freelancer or possibly you’re simply looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a extremely simple and quick tool to allow people who have an interest in my business and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account once you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because truly everything 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 one or more calendar accounts. This not only enables Calendly to book those appointments straight to your calendar but it likewise allows Calendly.

to inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to look for disputes more than just the one that you have chosen up here and you can also specify 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 choose include calendar account here and you can authenticate 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 submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile image here together with your name and maybe a welcome message just when they arrive at 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 include here. And lastly, we can click the my link.

You’re gon na wan na put the name of your business or possibly it’s your complete name. I have actually got 2 occasions presently that individuals 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 brand-new occasion type, which is gon na open up a brand-new screen.

In this case, I’m gon na say, 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 conserve that choice here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have offered.

Now as soon as we hit 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 include one or more calendar accounts.

to examine other bookings that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are occurring perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have selected up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can confirm 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 encourage you to publish an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your nice profile photo here together with your name and maybe a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your business 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 believe. You’re gon na wan na put the name of your service or possibly it’s your full name. 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 have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here simply to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people 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 play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy 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 main page here on the home screen where you can add and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either create an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for individually meeting.

Let’s say produce 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 arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the alternative that you pick, you might have some extra options waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their contact number. I need to know who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the appointment. If someone is thinking about booking 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 just after they have actually reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na state update, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na ignore specifically if you have several events that you’re gon na be providing to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service 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 different URL. So in this case once 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 recognize however likewise if I simply copy and paste this link, they understand what they’re getting.

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