Are you a specialist, a freelancer or maybe you’re simply searching for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a extremely easy and quick tool to allow people who have an interest in my organization 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 first places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 enables Calendly to book those visits straight to your calendar however it also permits Calendly.

And what I indicate by this, is things beyond simply Calendly appointments but things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 motivate you to submit an image.

You’re gon na wan na put the name of your service or possibly it’s your complete name. I’ve got two 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 choose that brand-new occasion type, which is gon na open up a new screen.

So let’s state develop for individually. 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. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform 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 possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending on the option that you select, you may have some additional choices waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this choice, my guest needs to call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the visit. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they’ve booked the time will this number be revealed. In this case, I’m gon na state, 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 choice here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na neglect specifically. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to maybe a few 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 service name or possibly your full 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 again, you wan na try make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they know what they’re getting also.

And last but not least, we can choose a various color. This is extremely useful if you have several occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. 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 places 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 inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have picked up here and you can also specify which calendar to add those visits to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add 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 simply wan na motivate you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to add here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your service or perhaps it’s your full name. I’ve got two occasions currently that people can choose from and when they click on one of those events, they are also 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 offer their phone number. I’m gon na state update, that’s gon na save that option here. 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 event is about compared to perhaps some of the other events that I have available.

And last but not least, we can choose a different color. This is really handy if you have several occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve currently created. Now as soon as we struck 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. So by opening this app, you’re gon na see a great deal of