Are you a specialist, a freelancer or maybe you’re just trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hi everybody, 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 extremely easy and fast tool to allow individuals who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things began by entering into our menu, into our account once you’ve joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 enables Calendly to book those visits straight to your calendar however it likewise allows Calendly.

to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use several calendars to look for conflicts more than simply the one that you have chosen up here and you can also specify which calendar to add those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can verify with any calendar service including 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 individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and perhaps a welcome message simply when they land 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 include here. And finally, we can click on the my link.

You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got 2 events 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 new event type, which is gon na open up a new screen.

Let’s state produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your recommendation. 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 easy here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the choice that you select, you may have some extra options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have reserved the consultation. If someone 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 just after they’ve booked 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down below we can add a description which is something you don’t wan na ignore particularly if you have multiple events that you’re gon na be providing to your users. 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 events that I have available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they know what they’re getting as well.

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 when you have actually signed up with Calendly. And one of the very first places 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 reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down below here, you can also look for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have picked up here and you can likewise specify which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Simply select add calendar account here and you can confirm 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 upload an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your great profile image here in addition to your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include here. And last but not least, we can click the my link.

Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your service or perhaps it’s your complete name. 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you have actually 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 occur. I’m gon na click on 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 have actually got 2 events currently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Today let’s move on to the events themselves and how can you establish several events so that it’s as easy for your potential leads or for your customers 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 main page here on the home screen where you can add and edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets numerous guests meet you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, the majority of individuals are utilizing Calendly for individually meeting.

Let’s state produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the option that you pick, you may have some additional options waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their contact number. I require to understand who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. If somebody is thinking about scheduling 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’ve scheduled 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 inquire to supply their telephone number. I’m gon na say update, that’s gon na save that option here. If you have numerous occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect especially. 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 is about compared to perhaps some of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or possibly your full 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 once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they know what they’re getting too.

And last but not least, we can select a various color. This is very helpful if you have multiple events, I’m gon na choose red in this case just so it stands out from the other occasions that I’ve currently created. 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 people book this event. So by opening this app, you’re gon na see a great deal of