Are you an expert, a freelancer or perhaps you’re just looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and extremely simple tool to allow individuals who have an interest 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 because actually whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar however it likewise enables Calendly.

And what I indicate by this, is things beyond just Calendly visits but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 submit an image.

Now this is most likely more important than you think. You’re gon na wan na put the name of your company or perhaps it’s your complete 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click on my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can pick 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 play. And now let’s move on to the events themselves and how can you establish 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 main page here on the house screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group conference. Now a group conference lets multiple guests meet you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for individually meeting.

So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a face to face conference, a 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 telephone call in this case. And in many cases, depending on the alternative that you choose, you may have some additional choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. 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 only after they have actually booked the time will this number be exposed. 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 say update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be providing to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or perhaps your complete 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 again, you wan na try make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they know what they’re getting.

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 when you’ve signed up with Calendly. And one of the very first places 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 check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly visits but things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to check for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to add those appointments to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Simply choose add 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 simply wan na encourage you to publish an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message just when they arrive at your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to include here. And lastly, we can click on the my link.

Now this is most likely more important than you believe. For the most part, 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 showing 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 land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click my link here simply to show 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’ve got two events currently that individuals can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up several events 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 really our main page here on the house screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. But in most cases, most of individuals are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that option 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 occasions that I have readily available.

And lastly, we can pick a different color. This is extremely helpful if you have several 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 once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of