Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a very easy and fast tool to allow people who have an interest in my company and in my work to book time with me. 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 top places that you’re gon na wan na go is up here to your account. Since really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only allows Calendly to book those consultations straight to your calendar however it also allows Calendly.

to inspect other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are happening perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to include those consultations to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections established properly. Just select include calendar account here and you can confirm 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 motivate you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here together with your name and perhaps a welcome message just when they arrive at your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to include here. And finally, we can click on the my link.

You’re gon na wan na put the name of your service or perhaps it’s your complete name. I’ve got 2 events currently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.

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 save that alternative here. I’m just 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 occasions that I have readily available.

Now when 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’ve 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

And what I imply by this, is things beyond just Calendly consultations but things that are occurring maybe in your personal life or other meetings 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 just wan na encourage you to upload an image.

Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your organization or maybe 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 connect from your website or your social media 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 simply wan na reveal you where some of those changes happen. I’m gon na click my link here just to reveal you where this shows up. 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 two occasions currently that people 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 enters into play. And now let’s carry on to the events themselves and how can you establish one or more events 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 primary page here on the home screen where you can add and modify existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an individually meeting or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for one-on-one conference.

Let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion 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. I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the alternative that you pick, you might have some extra alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved 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 now, it’s just after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their contact number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na overlook especially if you have multiple events that you’re gon na be using to your users. I’m just gon na state, 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 events that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or maybe your complete name to get them to your primary 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 say, meeting Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they know what they’re getting.

And last but not least, we can pick a different color. This is very handy if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other events that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of