Are you an expert, a freelancer or perhaps you’re simply searching for more leads and allowing people 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 Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a extremely easy and quick tool to permit people who are interested 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 entering into our menu, into our account as soon as you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because really everything is based around your relationship with Calendly and your calendar. 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 enables Calendly to book those consultations directly to your calendar however it also permits Calendly.

And what I mean by this, is things beyond simply Calendly consultations however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your extremely 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 publish an image.

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

Let’s say develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the alternative that you pick, you may have some extra alternatives waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have booked the visit. If somebody is thinking about 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 just after they’ve booked the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na say upgrade, that’s gon na save 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 neglect particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they know what they’re getting also.

Now when we hit 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 once 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to inspect other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for disputes. You can use several calendars to look for disputes more than simply the one that you have actually selected up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and possibly a welcome message just when they land on your beginning 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 would like to add here. And finally, we can click the my link.

You’re gon na wan na put the name of your service or perhaps it’s your complete name. I have actually got 2 events currently that people can pick from and when they click on one of those events, 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.

So let’s state create 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. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, really simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting 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 pick telephone call in this case. And in many cases, depending on the choice that you choose, you might have some extra options awaiting you. For example, 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 list their telephone number. I need to know who I’m calling or I can select this option, my guest ought to call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. If somebody 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 have actually booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down below we can add a description which is something you don’t wan na overlook specifically if you have numerous occasions that you’re gon na be offering to your users. I’m just 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 after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service 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 again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they understand what they’re getting as well.

Now as soon as we hit 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