Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and very easy tool to allow people who have an interest in my business and in my work to book time with me. 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 as soon as you’ve joined 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 since truly everything 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 just permits Calendly to book those consultations straight to your calendar but it also allows Calendly.

And what I suggest by this, is things beyond just Calendly visits but things that are occurring maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 upload an image.

Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your company or possibly it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your site 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, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes happen. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters into play. But now let’s proceed 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 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 modify existing events. I’ve got two occasions that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets multiple invitees meet with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of people are using Calendly for one-on-one meeting.

So let’s say produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the choice that you pick, you might have some additional choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually reserved the visit. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve scheduled the time will this number be exposed. But 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 conserve that option here. If you have numerous events that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na ignore especially. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have offered. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company 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. In this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they understand what they’re getting also.

And last but not least, we can pick a different color. This is extremely handy if you have multiple occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this 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 have actually 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 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 indicate by this, is things beyond simply Calendly consultations however things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use numerous calendars to look for disputes more than simply the one that you have selected up here and you can likewise define which calendar to include those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select 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 motivate you to submit an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message just when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you wish to include here. And finally, we can click on the my link.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your business or maybe 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 connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals straight 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 reveal you where a few of those changes occur. I’m gon na click on my link here just to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can pick from and when they click on one of those events, they are also 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 set up 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 really our main page here on the house screen where you can include and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that choice here. I’m just gon na say, this is a meeting 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 occasions that I have available.

And last but not least, we can select a different color. This is extremely useful if you have multiple events, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of