Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize 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 really simple and quick tool to enable individuals who have an interest in my service 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 when 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. Because 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 certain that you include one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it likewise enables Calendly.

And what I suggest 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. This is certainly 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 simply wan na motivate you to publish an image.

You’re gon na wan na put the name of your business or perhaps it’s your complete name. I have actually got 2 occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.

Let’s say 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 recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second action is to add an area 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 meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, 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 choice that you pick, you might have some additional choices awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their telephone 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 contact number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. If somebody 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 just 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 save that alternative here. If you have several occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na ignore particularly. 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 event is about compared to maybe some of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization 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. So in this case again, you wan na try make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they know what they’re getting too.

Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. 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 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 check other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those appointments 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 include calendar account here and you can verify 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 just wan na encourage you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and perhaps a welcome message just when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you would like to add here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got 2 events presently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.

So let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending upon the choice that you choose, you may have some extra alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest ought to call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number until 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 telephone number or my dial in number right away, it’s only after they have actually reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to possibly some of the other events that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I just copy and paste this link, they understand what they’re getting.

And last but not least, we can select a various color. This is very practical if you have multiple events, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of