Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to allow individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. 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 among the first places that you’re gon na wan na go is up here to your account. Since actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar however it likewise enables Calendly.

And what I mean by this, is things beyond just Calendly visits however things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 encourage you to publish an image.

Now this is probably more vital than you think. For the most part, you’re gon na wan na put the name of your organization or possibly 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 media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at 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 simply wan na show you where some of those changes take place. I’m gon na click on my link here simply to reveal you where this appears. So 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 individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters into 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 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 actually our main page here on the house screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for one-on-one meeting.

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 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 separate what this occasion is about compared to perhaps some of the other occasions that I have readily available.

Now when 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

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.

to examine other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are happening perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to check for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose 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 just wan na encourage you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and possibly a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And last but not least, we can click on the my link.

Now this is most likely more vital than you believe. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your full name. However keep in mind, this is the URL that you are gon na be showing 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 land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into 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 easy 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 main page here on the home screen where you can include and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group conference. Now a group conference lets multiple guests meet you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of people are utilizing Calendly for individually conference.

So let’s state develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, truly basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform 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 maybe something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And in most cases, depending on the alternative that you choose, you might have some additional choices waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can choose this option, my invitee should call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. So if someone is considering 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’ve scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na state update, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be using to your users, down listed below we can include 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 occasion is about compared to perhaps some of the other occasions that I have readily available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they understand what they’re getting also.

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