Are you a specialist, a freelancer or perhaps you’re simply 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 show you whatever you require to know to utilize Calendly Hello 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 really simple and fast tool to allow individuals who are interested in my company and in my work to book time with me. 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 as soon as you have actually signed up with Calendly. And among 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 because truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just enables Calendly to book those visits directly to your calendar however it also enables Calendly.

to examine other bookings that you may have going on. And what I mean by this, is things beyond just Calendly consultations but things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have chosen up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections established properly. Simply choose include calendar account here and you can authenticate 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 simply wan na encourage you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and maybe a welcome message just when they arrive on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you would like to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your company or maybe it’s your full name. I have actually got two occasions currently that individuals can pick from and when they click on one of those events, 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.

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 say upgrade, that’s gon na conserve that option here. I’m just gon na state, this is a conference 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 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

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.

And what I mean by this, is things beyond just Calendly visits but things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 motivate you to submit an image.

You’re gon na wan na put the name of your service or maybe it’s your complete name. I have actually got two events 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 pick that brand-new occasion type, which is gon na open up a brand-new screen.

Let’s say produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, 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 just gon na call this one, Consulting with Scott, really easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you choose, you might have some additional alternatives awaiting you. 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 list their phone number. I require to know who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the consultation. 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 just after they’ve booked the time will this number be exposed. 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. If you have several occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na overlook particularly. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate 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 or your organization name or perhaps 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 attempt make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting.

And finally, we can pick a different color. This is extremely handy if you have several occasions, I’m gon na select red in this case so it sticks out from the other occasions that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of