Are you an expert, a freelancer or perhaps you’re simply searching for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a really simple and fast tool to permit individuals who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account as soon as you’ve registered with Calendly. And among the first 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar but it likewise allows Calendly.

And what I imply by this, is things beyond simply Calendly visits however things that are occurring possibly in your personal 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 properly. 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.

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

Let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a place 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 maybe something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the alternative that you choose, you might have some extra alternatives awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this choice, my invitee should call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore particularly. So 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 occasion is about compared to possibly a few of the other events that I have offered. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they know what they’re getting as well.

And lastly, we can choose a different color. This is extremely valuable if you have numerous events, I’m gon na choose red in this case so it sticks out from the other events that I have actually already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals 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 locations 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.

to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to look for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to add those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Just select include calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. 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. If this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile image here along with your name and maybe a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you want to include here. And lastly, we can click on the my link.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your service or maybe it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link 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, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can select from and when they click among those occasions, 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 occasions so that it’s as simple 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 really our main page here on the home screen where you can include and modify existing events. I have actually got two events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be fantastic for a teacher 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 individually conference.

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 remember, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the alternative that you select, you might have some additional alternatives waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their telephone number. I need to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number until they have actually reserved the appointment. So 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 immediately, it’s just after they’ve booked the time will this number be exposed. 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 upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na overlook specifically if you have several occasions that you’re gon na be using to your users. I’m simply gon na state, 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 possibly some of the other occasions that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly your full 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 try make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting as well.

And lastly, we can select a various color. This is extremely valuable if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I have actually currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of