Are you a consultant, a freelancer or possibly you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a extremely simple and quick tool to enable people who are interested in my service and in my work to book time with me. So 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 when you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly 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 make sure that you add one or more calendar accounts. This not just permits Calendly to book those consultations directly to your calendar however it likewise permits Calendly.

And what I imply by this, is things beyond just Calendly appointments but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your really 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.

Now this is probably more important than you believe. You’re gon na wan na put the name of your service or perhaps it’s your complete 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 site or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to reveal you where this appears. 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 two events currently that individuals can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your customers 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 primary page here on the house screen where you can include and modify existing events. I’ve got two events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group conference lets several invitees consult with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for one-on-one meeting.

Let’s say create for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the choice that you pick, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. If someone is considering 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’ve reserved the time will this number be revealed. 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 conserve that option here. Down below we can add a description which is something you do not wan na ignore particularly if you have numerous events that you’re gon na be offering to your users. I’m simply gon na state, 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 possibly some of the other occasions that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business 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 separate URL. In this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting too.

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 as soon as you have actually 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 include one or more calendar accounts.

to check other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly visits but 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 conflicts. You can use multiple calendars to check for disputes more than simply the one that you have picked up here and you can likewise define which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can validate 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. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to include here. And finally, we can click on the my link.

You’re gon na wan na put the name of your company or perhaps it’s your complete name. I have actually got two occasions currently that individuals can choose from and when they click on one of those events, 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.

So let’s state create for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your recommendation. 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, truly basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include an area 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 meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the alternative that you select, you may have some extra choices waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can pick this option, my invitee should 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 show this number up until they have scheduled the visit. If someone 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’ve reserved the time will this number be exposed. In this case, I’m gon na say, 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. Down below we can include a description which is something you don’t wan na neglect specifically if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or possibly 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 again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they understand what they’re getting as well.

Now when 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