Are you a consultant, a freelancer or maybe you’re just trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hey there everybody, 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 fast and extremely simple tool to enable individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account when you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since truly everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those appointments straight to your calendar however it likewise enables Calendly.

And what I imply by this, is things beyond just Calendly appointments but things that are occurring possibly in your personal life or other conferences 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 properly. 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 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. However remember, 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 networks accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you’ve 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 modifications happen. I’m gon na click on my link here simply to reveal you where this shows up. 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 presently that people can select from and when they click among those events, they are also 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 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 main page here on the house screen where you can add and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of people are using Calendly for individually conference.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have readily available.

And finally, we can pick a various color. This is really handy if you have multiple occasions, I’m gon na select red in this case so it stands out from the other occasions that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. 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 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 indicate by this, is things beyond just Calendly consultations but things that are occurring maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to look for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to add those visits to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up 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 publish an image. If this is conferences or consultations that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to include here. And lastly, we can click on the my link.

Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your organization or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can simply 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 return to the home screen. I just wan na show you where a few of those modifications occur. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that individuals can select 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 occasions themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your clients 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 primary page here on the house screen where you can add and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This may be terrific for an instructor 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 one-on-one meeting.

So let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly easy here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the option that you pick, you may have some additional alternatives awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the consultation. 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 reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be using to your users, down below we can include a description which is something you do not wan na overlook particularly. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have readily available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they know what they’re getting.

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