Are you a specialist, a freelancer or perhaps you’re simply trying to find 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 use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a extremely easy and fast tool to permit people who are interested in my company and in my work to book time with me. So I wan na show you how to get things started. 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 among the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 just allows Calendly to book those consultations straight to your calendar however it also enables Calendly.

to inspect other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to check for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to add those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate 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 just wan na motivate you to submit an image. So if this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here together with your name and possibly a welcome message simply when they arrive at your start page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like to include here. And finally, we can click the my link.

Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your company or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing 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 land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show 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 individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that people can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Today let’s proceed to the events themselves and how can you establish one or more 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 go back 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 events. I have actually got 2 events that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of people are using Calendly for individually conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option 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 distinguish what this occasion is about compared to maybe some of the other events that I have readily available.

Now once we struck 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 as soon as 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly consultations however things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 upload an image.

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

Let’s say produce for one-on-one. 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 simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the choice that you choose, you may have some extra alternatives waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. If somebody 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 away, it’s just after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na overlook especially if you have numerous occasions that you’re gon na be providing to your users. 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 occasion is about compared to possibly some of the other occasions 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 maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they know what they’re getting.

Now once 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