Are you a specialist, a freelancer or perhaps you’re just looking for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to enable individuals who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you have actually registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually 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 only enables Calendly to book those visits straight to your calendar however it also allows Calendly.

to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring possibly in your individual life or other meetings that show up as a part of your day. Down below here, you can also look for disputes. You can utilize multiple calendars to look for conflicts more than just the one that you have selected up here and you can also define which calendar to add those visits to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections established 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 motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here together with your name and maybe a welcome message just when they arrive at your start page. Next action, you likewise wan na make a fast 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.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your business or maybe it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those changes occur. I’m gon na click my link here just to reveal you where this appears. 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 currently that people can pick from and when they click on one of those events, they are likewise 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 easy for your potential 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 truly our primary page here on the home screen where you can add and modify existing events. I’ve got two occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one meeting 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 providing a group webinar or something along those lines here. However most of the times, the majority of individuals are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option 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 separate what this event is about compared to possibly some of the other occasions that I have readily available.

And finally, we can select a different color. This is very helpful if you have numerous events, I’m gon na pick red in this case just 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. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal 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 very first places 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 include one or more calendar accounts.

to check other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are taking place possibly in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have picked up here and you can also specify which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Simply select include calendar account here and you can verify 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 simply wan na motivate you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your organization or maybe it’s your full name. I’ve got two events 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 brand-new occasion type, which is gon na open up a brand-new screen.

Let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending upon the choice that you choose, you might have some additional options awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually scheduled the consultation. 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 only after they’ve scheduled the time will this number be revealed. 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 state update, that’s gon na save that alternative here. Down below we can include a description which is something you do not wan na ignore particularly if you have multiple occasions that you’re gon na be providing to your users. 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 possibly some of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or possibly your complete name to get them to your main 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 possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they know what they’re getting too.

And last but not least, we can select a various color. This is really practical if you have numerous events, I’m gon na pick red in this case just so it stands out from the other events that I’ve already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal 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 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 include one or more calendar accounts.

And what I suggest by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely 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 just wan na encourage you to upload an image.

You’re gon na wan na put the name of your organization or maybe it’s your full name. I have actually got 2 events currently 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 brand-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 option here. I’m just 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.

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 once you have actually 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 include one or more calendar accounts.

And what I imply by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image.

You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got 2 occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new event 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 upgrade, that’s gon na conserve that option here. I’m simply gon na state, this is a meeting 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 occasions that I have offered.

Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of