Are you a specialist, a freelancer or possibly you’re simply looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to enable people who have an interest in my company 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 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. Due to the fact that really everything 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 add one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it likewise allows Calendly.

And what I mean by this, is things beyond simply Calendly visits 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 definitely 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 just wan na motivate you to upload an image.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your service or maybe it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, as soon as you have actually 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 take place. I’m gon na click on 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 have actually got two occasions presently that individuals can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters into play. Today let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that new event type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets several invitees meet you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for individually meeting.

Let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually easy here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending on the alternative that you choose, you might have some extra choices awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this choice, my guest should call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the consultation. If someone 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 just after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na neglect specifically if you have several events that you’re gon na be providing to your users. 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 maybe some of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but also if I just copy and paste this link, they understand what they’re getting.

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 as soon as you have actually signed up with Calendly. And one of the first locations 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 suggest by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your individual 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 remain 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’ve got two events currently 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 select that new occasion type, which is gon na open up a new screen.

Let’s state produce 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 recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the option that you pick, you might have some additional choices waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note 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 include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, 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 guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect particularly if you have multiple events that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe a few of the other events that I have offered. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I just paste this link and copy, they know what they’re getting too.

And last but not least, we can choose a various color. This is really handy if you have several events, I’m gon na select red in this case just so it stands apart from the other events that I’ve currently developed. Now when we hit 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. So by opening this app, you’re gon na see a great deal of