Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a really easy and fast tool to enable people who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things begun. 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. Since truly whatever 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 include one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar but it also permits Calendly.

to examine other reservations 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 individual life or other conferences that show up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to look for conflicts more than simply the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Just select include calendar account here and you can verify with any calendar service including 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. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you would like 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 business 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 connect from your site or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals 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 enters play. But now let’s carry on to the occasions 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 truly our primary page here on the house screen where you can add and edit existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets several guests meet with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of people are using 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 state update, that’s gon na save that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have offered.

And last but not least, we can pick a various color. This is really valuable if you have multiple occasions, I’m gon na select red in this case so it stands apart from the other events that I have actually already 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 occasion, in this menu screen called. 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 very 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 add one or more calendar accounts.

And what I mean by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other conferences 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 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 publish an image.

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

Let’s state produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the option that you select, you may have some extra options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have reserved the appointment. If somebody is thinking about 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 just after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down listed below we can add a description which is something you do not wan na overlook particularly if you have several occasions that you’re gon na be providing to your users. 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 events that I have offered. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they understand what they’re getting as well.

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