Are you an expert, a freelancer or maybe you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a very simple and fast tool to permit people who have an interest in my service and in my work to book time with me. So I wan na reveal you how to get things started. 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 places that you’re gon na wan na go is up here to your account. Because truly whatever 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 one or more calendar accounts. This not just allows Calendly to book those consultations straight to your calendar however it likewise enables Calendly.

to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are happening possibly in your personal life or other meetings that come 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 include those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can verify 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 just wan na motivate you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your nice profile image here together with your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add 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 company or maybe it’s your full name. I’ve got 2 occasions presently 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 choose that brand-new event 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 upgrade, that’s gon na conserve that option here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have available.

Now as soon as 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 once you’ve signed up with Calendly. And one of the 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.

And what I mean by this, is things beyond just Calendly appointments however things that are taking place maybe 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 simply wan na encourage you to publish an image.

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

So let’s say create for one-on-one. 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 referral. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, 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 alternative that you choose, you might have some additional choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. 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 have actually reserved 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 provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have numerous events that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to perhaps some of the other events that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or possibly your complete 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 once again, you wan na attempt make it as specific as possible. So 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 copy and paste this link, they know what they’re getting as well.

And finally, we can pick a various color. This is really helpful if you have numerous occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. 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