Are you an expert, a freelancer or possibly you’re just searching for more leads and allowing people to quickly and expertly 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 delight in less tension. And I have actually used Calendly for a while now. It is a really simple and quick tool to enable individuals who are interested in my service 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 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 actually everything 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 include one or more calendar accounts. This not just permits Calendly to book those consultations directly to your calendar however it likewise permits Calendly.

And what I suggest by this, is things beyond just Calendly appointments but things that are happening maybe in your personal life or other meetings 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 properly. 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.

Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes occur. I’m gon na click my link here just to reveal 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’ve got 2 events presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective 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 really our main page here on the home screen where you can add and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets numerous guests meet 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. In many cases, the bulk of individuals are utilizing Calendly for individually meeting.

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. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have available.

And finally, we can pick a different color. This is very valuable if you have several events, I’m gon na pick red in this case just so it stands out from the other events that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. 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 very 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 include one or more calendar accounts.

to check other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring possibly in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to check for disputes more than just the one that you have actually picked up here and you can also define which calendar to include those appointments to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Just 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest 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 action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to add here. And lastly, we can click the my link.

You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got two events presently 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 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 occasion name. Now keep in mind, this is more than simply 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, Meeting with Scott, really basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to include a location 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 meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending on the alternative that you pick, you may have some extra options awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I need to know who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have booked the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down listed below we can include a description which is something you do not wan na overlook particularly if you have several occasions that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other events that I have available. And after that simply 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 full 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 once again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they understand what they’re getting as well.

Now as soon as we struck 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