Are you a consultant, a freelancer or maybe you’re just looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a very easy and fast tool to permit people 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 once 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. Because truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it also enables Calendly.

And what I suggest by this, is things beyond just Calendly appointments however things that are occurring possibly in your individual life or other conferences 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 business or maybe it’s your complete name. I’ve got 2 occasions currently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select 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 supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. I’m just gon na say, this is a conference 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 events that I have readily available.

And finally, we can select a different color. This is very useful if you have numerous occasions, I’m gon na select 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 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 consultations however things that are happening maybe in your individual life or other meetings 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 remain 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.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your complete name. However remember, this is the URL that you are gon na be sharing with 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 arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just to reveal you where this shows up. 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 occasions currently that individuals can select from and when they click among those occasions, 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 prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and modify existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for one-on-one conference.

Let’s state develop for individually. 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 just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly simple here. I can recognize, oop, Satisfying 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 an in person meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending on the choice that you select, you might have some additional alternatives waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can add my desired phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have reserved the visit. If someone is thinking about 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 reserved 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 offer their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have several events 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 neglect especially. 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 occasion is about compared to possibly some of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify 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