Are you an expert, a freelancer or maybe you’re just searching for more leads and enabling people to easily 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, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a quick and really simple tool to enable people who are interested in my service and in my work to book time with me. 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 when you’ve signed up with Calendly. And among the top 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. 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 only allows Calendly to book those consultations straight to your calendar however it likewise enables Calendly.

to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are taking place maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose 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 just wan na motivate you to upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to include here. And finally, we can click the my link.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your service or possibly it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive 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 some of those changes happen. I’m gon na click on 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 presently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo enters into play. Today let’s move on to the occasions themselves and how can you set up several 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 include and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. But in many cases, most of individuals are utilizing Calendly for one-on-one 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 say update, that’s gon na conserve that alternative 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 distinguish what this occasion is about compared to maybe some of the other events that I have readily available.

And last but not least, we can select a various color. This is extremely helpful if you have several occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this 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 have actually 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 indicate by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your very 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 simply wan na motivate you to upload an image.

Now this is most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your service or maybe it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters play. Today let’s carry on to the events themselves and how can you set up several events so that it’s as easy for your prospective 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 truly our main page here on the house screen where you can add and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new event type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for one-on-one conference.

Let’s say develop for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually easy here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending upon the choice that you choose, you might have some extra alternatives waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their contact number. I need to know who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can add 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 appointment. If somebody is thinking about reserving 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 only after they’ve reserved 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 supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have numerous events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na neglect specifically. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting too.

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