Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and very simple tool to enable individuals 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 begun. 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 top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar but it also permits Calendly.

And what I mean by this, is things beyond simply Calendly visits however things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is certainly 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 simply wan na motivate you to submit an image.

You’re gon na wan na put the name of your service or maybe it’s your complete name. I have actually got two occasions presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.

Let’s say develop for one-on-one. 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 land on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the choice that you choose, you might have some extra choices awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this choice, my guest ought 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 display this number up until they have actually reserved the consultation. If somebody is considering reserving 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’ve booked 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 ask to supply their telephone number. I’m gon na state upgrade, that’s gon na save that option here. If you have multiple events that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook particularly. 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 separate what this occasion has to do with compared to maybe a few of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or perhaps 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 try make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting.

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

We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the 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 add one or more calendar accounts.

to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to look for disputes more than simply the one that you have actually picked up here and you can likewise define which calendar to include those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply select include calendar account here and you can authenticate with any calendar service consisting of 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 upload an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile photo here along with your name and possibly 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 include your company logo design or some other image that you want to include here. And lastly, 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 service or maybe 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 site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here just 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 events presently that people can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. But now let’s move on to the events themselves and how can you establish several occasions so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an individually conference or a group conference. Now a group conference lets multiple guests meet with 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 people 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 supply their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative 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 differentiate what this occasion is about compared to maybe some of the other events that I have offered.

And finally, we can select a different color. This is really handy if you have numerous occasions, I’m gon na pick red in this case so it stands apart from the other occasions that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of