Are you a consultant, a freelancer or maybe you’re simply looking for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a extremely easy and quick tool to allow people who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by going into our menu, into our account once you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those appointments straight to your calendar but it likewise enables Calendly.

And what I suggest by this, is things beyond just Calendly consultations but things that are taking place possibly 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 correctly. Next up, we wan na remain 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.

Now this is probably more important than you believe. You’re gon na wan na put the name of your business 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 individuals straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that individuals can select from and when they click one of those occasions, they are also 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 events so that it’s as simple for your prospective 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 actually our main page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either create an one-on-one conference or a group conference. Now a group conference lets several guests consult with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, the majority of individuals are utilizing Calendly for individually conference.

Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this a face to face conference, a phone 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 choose phone call in this case. And in many cases, depending on the option that you choose, you may have some additional options awaiting 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 scheduling that time to note their telephone number. I require to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to display this number until they have reserved the consultation. 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 away, it’s just after they have actually booked the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na neglect particularly if you have several events that you’re gon na be using to your users. So 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 event is about compared to maybe a few of the other events that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they know what they’re getting as well.

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

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 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 add one or more calendar accounts.

to inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are happening maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to look for disputes more than simply the one that you have chosen up here and you can also specify which calendar to add those visits to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections established correctly. Simply select add calendar account here and you can authenticate with any calendar service consisting of 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 encourage you to submit an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile image here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to add here. And last but not least, we can click the my link.

Now this is most likely more important than you believe. Most of the times, you’re gon na wan na put the name of your organization or perhaps 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 link from your site or your social media accounts or you can simply copy and paste this and give it to people directly 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 a few of those modifications take place. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters into play. And now let’s carry on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective 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 main page here on the home screen where you can add and modify existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and produce a new event from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets several invitees meet you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for individually meeting.

So let’s say produce 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 referral. 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, Meeting Scott, truly basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, 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 on the choice that you select, you may have some extra choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually scheduled the visit. If someone is considering 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 have actually booked 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 provide their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect particularly if you have numerous events that you’re gon na be using to your users. I’m simply gon na say, 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 events that I have readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they know what they’re getting.

And finally, we can pick a various color. This is extremely helpful if you have several events, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of