Are you a consultant, a freelancer or possibly you’re simply searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to permit people who are interested in my business and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually 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 make sure that you include one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar but it also enables Calendly.

to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are occurring perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually selected up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate 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 simply wan na motivate you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile picture here in addition to your name and perhaps a welcome message simply when they land on your beginning 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 wish to include here. And lastly, we can click the my link.

Now this is most likely more crucial than you think. For the most part, you’re gon na wan na put the name of your company 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 just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that people can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters 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 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 truly our primary page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets numerous guests meet you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, the majority of people are utilizing Calendly for one-on-one meeting.

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 say upgrade, that’s gon na conserve that alternative here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available.

Now once we struck 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 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 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 visits but things that are occurring perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use several calendars to look for disputes more than simply the one that you have picked up here and you can also define which calendar to add those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can verify 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 publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and perhaps a welcome message just when they arrive at your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to include here. And last but not least, we can click on the my link.

Now this is probably more vital than you think. In many cases, you’re gon na wan na put the name of your organization or perhaps 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 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 at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click my link here simply to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently 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 comes into play. But now let’s move on to the occasions themselves and how can you establish 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 really our main page here on the house screen where you can add and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But for the most part, most of individuals are utilizing Calendly for individually meeting.

Let’s state create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the option that you select, you might have some extra options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can pick this choice, my guest should call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked the appointment. So if somebody is considering reserving 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 only after they have actually booked the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na ignore specifically if you have numerous occasions 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, simply something so they can differentiate what this event is about compared to maybe some of the other events that I have 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 business name or possibly your full 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 once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting.

And finally, we can choose a different color. This is extremely practical if you have numerous events, I’m gon na select red in this case so it sticks out from the other events 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 people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of