Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a really simple and quick tool to permit people who have an interest in my service and in my work to book time with me. I wan na show 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 have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since really everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it also permits Calendly.

And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your very 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 simply wan na motivate you to submit an image.

Now this is probably more important than you think. You’re gon na wan na put the name of your service or possibly it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks 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 have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two events presently that people can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters into 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 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 really our main page here on the home screen where you can add and edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an individually conference or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are using Calendly for one-on-one conference.

In this case, I’m gon na state, 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 conserve that alternative here. I’m simply gon na say, 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 maybe some of the other occasions that I have available.

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

We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 inspect other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are taking place maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize multiple calendars to check for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those visits to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections set up correctly. Just select include calendar account here and you can verify 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 simply wan na motivate you to upload an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you want to include here. And last but not least, we can click the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your organization 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 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 at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can pick from and when they click on among those occasions, they are likewise 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 set up one or more occasions 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 events. I’ve got two events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group meeting lets numerous guests meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for one-on-one conference.

Let’s state produce for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a personally conference, a 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 pick phone call in this case. And in a lot of cases, depending upon the alternative that you choose, you may have some additional choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na neglect especially. I’m simply 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 perhaps some of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain 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. In this case again, you wan na try make it as particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they know what they’re getting also.

Now once 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