Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a quick and really simple tool to allow people who are interested in my business and in my work to book time with me. So 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 have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because truly everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it likewise enables Calendly.

And what I imply by this, is things beyond just Calendly appointments but things that are occurring maybe in your personal 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 motivate you to submit an image.

You’re gon na wan na put the name of your service or maybe it’s your complete name. I have actually got 2 occasions currently that people can choose 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 new screen.

Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just 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, really easy here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific 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 select call in this case. And in a lot of cases, depending on the alternative that you pick, you may have some extra options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na ignore especially. I’m simply gon na say, 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 occasions that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or maybe your complete name to get them to your primary Calendly page however 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. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they know what they’re getting.

And finally, we can choose a different color. This is really valuable if you have numerous occasions, I’m gon na pick red in this case just so it sticks 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 occasion. In this menu screen called when can individuals book this 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 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 include one or more calendar accounts.

And what I suggest by this, is things beyond simply Calendly consultations but things that are happening perhaps 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 correctly. 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 upload 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 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 website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those changes occur. I’m gon na click my link here just to show 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 have actually got two occasions currently that individuals can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more events 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 truly our primary page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets several guests meet you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, most of people are utilizing Calendly for individually conference.

So let’s state create for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just 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, Fulfilling with Scott, truly simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the alternative that you choose, you might have some additional alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their contact number. I need to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. 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 just after they’ve reserved the time will this number be exposed. 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 state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na ignore particularly if you have several events that you’re gon na be offering to your users. I’m simply gon na say, 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 offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or perhaps your full 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 again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they understand what they’re getting as well.

And last but not least, we can select a various color. This is extremely helpful if you have several occasions, I’m gon na choose red in this case just so it stands out from the other events that I have actually already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of