Are you an expert, a freelancer or perhaps you’re just looking for more leads and permitting 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 use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to permit individuals 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. So we’re gon na get things started by entering into our menu, into our account when you’ve joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we want 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 just allows Calendly to book those visits directly to your calendar however it likewise permits Calendly.

And what I indicate by this, is things beyond simply Calendly consultations but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly 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 just wan na motivate you to publish an image.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently 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 design enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective 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 primary page here on the house screen where you can include and modify existing events. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets several invitees meet you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of people are utilizing Calendly for individually meeting.

Let’s state produce for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly basic here. So I can determine, oop, Meeting Scott. Let’s keep that in there. 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 phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the option that you choose, you might have some additional choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can choose this choice, my guest must call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have reserved the visit. If someone is considering 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 only after they have actually reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their telephone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several events that you’re gon na be providing 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 conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events 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 name or your company name or maybe your full 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 try make it as particular as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they understand what they’re getting too.

And last but not least, we can pick a various color. This is very valuable if you have several occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal 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 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 indicate by this, is things beyond just Calendly appointments but 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 really 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 publish an image.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be showing 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 individuals straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes occur. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that people can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters 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 go back to our menu within our account screen here. And this is actually our primary page here on the house screen where you can add and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But most of the times, the majority of people are utilizing Calendly for individually meeting.

Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your reference. 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, actually simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly 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 alternatives awaiting you. For example, 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 note their telephone number. I require to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually booked the visit. If somebody 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 only after they’ve scheduled 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 state update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have multiple occasions 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, just something so they can distinguish what this occasion is about compared to perhaps a few of the other events that I have offered. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your business 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 separate URL. So in this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they understand what they’re getting.

And finally, we can choose a various color. This is extremely valuable if you have several occasions, I’m gon na pick red in this case just so it stands apart from the other events 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. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of