Are you a consultant, a freelancer or maybe you’re just trying to find more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a really simple and fast tool to permit individuals who have an interest in my company 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 once 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. And we want to go to calendar connections since actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only enables Calendly to book those consultations straight to your calendar but it also allows Calendly.

to examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize several calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate with any calendar service including 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 encourage you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and perhaps a welcome message simply when they arrive on your beginning page. Next action, you also 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 finally, we can click the my link.

Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your service or perhaps 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 simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that individuals can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s proceed 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 clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But for the most part, most of individuals are utilizing Calendly for individually meeting.

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

Now when we struck 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

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 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.

to check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are occurring perhaps 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 use numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to include those consultations to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Simply select add calendar account here and you can validate with any calendar service including 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. So if this is conferences or consultations that individuals 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 arrive at your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business 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 have actually got 2 events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.

So let’s say develop for individually. On this screen, the first thing that we require 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 people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the alternative that you pick, you may have some additional options 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 scheduling that time to note their phone number. I need to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. If someone is considering scheduling 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 reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their telephone number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na neglect particularly if you have numerous occasions that you’re gon na be offering to your users. 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 perhaps some of the other occasions that I have readily available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your service name or maybe your full name to get them to your primary Calendly page but 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. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting.

And last but not least, we can select a various color. This is very helpful if you have numerous events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already created. Now as soon as we hit 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. By opening this app, you’re gon na see a lot of