Are you a consultant, a freelancer or perhaps you’re simply trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a extremely simple and quick tool to enable individuals who are interested 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 once 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. Because truly everything 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 include one or more calendar accounts. This not only enables Calendly to book those visits directly to your calendar however it also permits Calendly.

And what I suggest by this, is things beyond just Calendly appointments but things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely 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 encourage you to upload an image.

You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got 2 events presently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a new screen.

Let’s say create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the option that you choose, you may have some additional options waiting for you. For instance, 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 require to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can add my preferred 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. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na ignore especially if you have several occasions that you’re gon na be using to your users. I’m just gon na state, 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 perhaps some of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page however 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 maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they understand what they’re getting as well.

Now when we struck next, we’re gon na get to the nuts and bolts of our 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 as soon as 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 add one or more calendar accounts.

And what I indicate by this, is things beyond simply Calendly visits however things that are occurring maybe 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 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 upload an image.

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

So let’s say develop for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your referral. 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, Meeting Scott, actually easy here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the option that you choose, you might have some extra choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their contact number. I need to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. So 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 now, it’s just after they have actually 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 update, that’s gon na save that choice here. If you have numerous events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. I’m just gon na state, this is a meeting 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 then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they know what they’re getting also.

And last but not least, we can pick a different color. This is extremely helpful if you have several occasions, I’m gon na select red in this case just so it stands out from the other events that I have actually currently developed. Now when 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 occasion. By opening this app, you’re gon na see a lot of