Are you an expert, a freelancer or perhaps you’re just searching for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a very easy and fast tool to permit individuals who are interested in my service 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’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not just permits Calendly to book those consultations straight to your calendar however it also enables Calendly.

to inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are taking place maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have chosen 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 make sure that you have your calendar connections set up properly. Just choose 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 just wan na encourage you to submit an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And last but not least, we can click on the my link.

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

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 save that choice here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have available.

Now as soon as we struck 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 first locations 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 include one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly appointments but things that are occurring possibly in your personal life or other conferences 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 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 publish an image.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company 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 link from your site or your social networks 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, 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 happen. I’m gon na click on my link here just 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 have actually got 2 events currently that individuals can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo comes 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 simple for your prospective leads or for your clients 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 house screen where you can add and modify existing events. 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 choose that brand-new occasion type, which is gon na open a new screen. We have actually got two options here, we can either create an individually meeting or a group meeting. Now a group conference lets several invitees consult with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are utilizing Calendly for individually conference.

So let’s state create for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the option that you pick, you might have some additional options waiting for 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 need to understand who I’m calling or I can pick this alternative, my invitee ought to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have reserved the visit. 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 scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their telephone number. I’m gon na state update, that’s gon na save that option here. Down below we can add a description which is something you do not wan na ignore specifically if you have several occasions that you’re gon na be using 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 separate what this event is about compared to possibly a few of the other events that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or maybe your complete name to get them to your main Calendly page however 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 specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they know what they’re getting also.

Now as soon as we struck 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