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 everything 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 tension. And I have actually utilized Calendly for a while now. It is a fast and extremely simple tool to enable individuals who are interested in my business and in my work to book time with me. So 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’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The 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 appointments directly to your calendar however it likewise allows Calendly.

And what I suggest by this, is things beyond just Calendly consultations but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 encourage you to submit an image.

You’re gon na wan na put the name of your business or perhaps it’s your full name. I have actually got 2 events currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.

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 state update, that’s gon na save that alternative here. I’m just gon na state, 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 maybe some of the other events that I have readily available.

And finally, we can pick a different color. This is very valuable if you have several events, I’m gon na pick red in this case so it sticks out from the other events that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people 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 when you have actually signed up with Calendly. And one of the 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 include one or more calendar accounts.

to check other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to look for disputes more than just the one that you have actually selected up here and you can also specify which calendar to add those consultations to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose 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 publish an image. If this is conferences or visits that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and possibly 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 include your business logo or some other image that you want to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got two events presently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-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 require to do is give it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, actually simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular 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 choose telephone call in this case. And in most cases, depending on the option that you pick, you may have some extra choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually reserved the visit. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve booked 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 provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na ignore particularly. So I’m simply gon na say, 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 perhaps some of the other occasions that I have offered. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting as well.

And lastly, we can select a various color. This is very helpful if you have numerous occasions, I’m gon na choose red in this case so it stands out from the other occasions that I have actually already developed. Now when we struck 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. So by opening this app, you’re gon na see a lot of