Are you an expert, a freelancer or maybe you’re simply trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to allow individuals who are interested in my service and in my work to book time with me. So I wan na show you how to get things begun. 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 really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar but it also allows Calendly.

to inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for disputes. You can use several calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to add those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select include 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 simply wan na encourage you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I advise that you put your good profile picture here in addition to your name and perhaps a welcome message simply when they arrive at your start page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to add here. And finally, we can click on the my link.

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

In this case, I’m gon na say, 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 state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available.

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’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.

to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize multiple calendars to check for conflicts more than just the one that you have actually selected up here and you can also define which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just 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 just wan na motivate you to upload an image. So if this is meetings or visits that people are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and perhaps a welcome message simply when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to add here. And lastly, we can click on the my link.

Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your organization or perhaps it’s your full name. However remember, 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 networks 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, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two events presently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your potential leads or for your clients 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 house screen where you can include and modify existing events. I’ve got two occasions that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets several guests meet you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. But most of the times, the majority of individuals are using Calendly for one-on-one meeting.

Let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide 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 individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the choice that you select, you may have some additional options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to note 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 add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na neglect specifically if you have multiple occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe a few of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company 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 try make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they understand what they’re getting.

And lastly, we can select a different color. This is extremely handy if you have multiple events, I’m gon na pick red in this case just so it sticks out from the other events that I have actually currently produced. 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 occasion. So by opening this app, you’re gon na see a lot of