Are you a consultant, a freelancer or possibly you’re just looking for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and extremely simple 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. So we’re gon na get things began by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that 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 include one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it also enables Calendly.

to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are happening perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize multiple calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to add those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can validate 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 encourage you to upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and maybe a welcome message simply when they land on your start 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 want to add here. And finally, we can click on the my link.

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

Let’s say develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform 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 using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the choice that you choose, you may have some additional options awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their contact number. I require to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. If somebody is considering booking 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 scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be offering to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to maybe some of the other events that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try 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 determine however also if I just 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 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 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 examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are happening possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also check for disputes. You can use 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 add those appointments to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections set up correctly. Just select add calendar account here and you can verify with any calendar service consisting of 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 encourage you to publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and perhaps a welcome message just when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you wish to add here. And finally, we can click the my link.

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

Let’s state develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular 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 oftentimes, depending upon the option that you pick, you may have some additional choices waiting for 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 list their phone number. I require to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can add my desired phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have reserved the consultation. So 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 now, it’s only after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na neglect specifically if you have multiple events that you’re gon na be offering to your users. So I’m simply gon na state, 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 perhaps some of the other occasions that I have available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company 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. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they understand what they’re getting.

Now once 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