Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to permit individuals who are interested in my service and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when 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. Since truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar however it likewise enables Calendly.

And what I mean by this, is things beyond simply Calendly visits however things that are happening possibly in your personal life or other conferences 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 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 publish an image.

Now this is probably more important than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click my link here just to reveal 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 one of those occasions, 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 simple for your prospective leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is actually our primary page here on the house screen where you can add and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for one-on-one meeting.

So let’s state develop for individually. On this screen, the first thing that we need to do is provide it an occasion 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. I’m just gon na call this one, Satisfying with Scott, really basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the alternative that you select, you might have some extra options waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their telephone number. I need to understand who I’m calling or I can choose this alternative, my guest should call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have reserved the consultation. So if someone is thinking about booking 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 scheduled 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 offer their telephone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na neglect specifically if you have several events that you’re gon na be offering 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 after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your full 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 try make it as particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they understand what they’re getting also.

And finally, we can choose a different color. This is really helpful if you have multiple events, I’m gon na pick red in this case just so it sticks out from the other events that I have actually already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this 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 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to check other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to look for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to add those appointments to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Just choose add calendar account here and you can confirm 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 just wan na motivate you to submit an image. 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 along with your name and perhaps a welcome message just when they land 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 would like to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your business or perhaps it’s your full name. I’ve got two 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 select that new event type, which is gon na open up a new screen.

So let’s state create for individually. On this screen, the first thing that we require to do is offer it an event 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. So I’m just gon na call this one, Consulting with Scott, truly simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the choice that you pick, you may have some additional alternatives waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this option, my guest should call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have booked the consultation. So 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 have actually booked 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 to offer their telephone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na neglect especially. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your complete name to get them to your main 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 particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they know what they’re getting too.

Now when 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