Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a very simple and fast tool to allow people who are interested in my service and in my work to book time with me. I wan na reveal you how to get things begun. 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. Because truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only allows Calendly to book those consultations directly to your calendar but it also enables Calendly.

to examine other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize multiple calendars to check for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can authenticate with any calendar service consisting of 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 encourage you to upload an image. If this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got two occasions presently that people can choose 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 say upgrade, that’s gon na save that choice here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available.

Now when 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

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 add one or more calendar accounts.

And what I imply by this, is things beyond just Calendly consultations but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. This is certainly 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 motivate you to publish an image.

Now this is probably more crucial than you believe. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your complete name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to people 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 house screen. I just wan na reveal you where a few of those changes take place. I’m gon na click on my link here simply to show you where this appears. 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 presently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into 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. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and edit existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous guests meet you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for individually conference.

Let’s say develop for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really basic here. So I can identify, oop, Meeting 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 a personally meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the option that you select, you might have some extra options waiting for 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 know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. So 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 just after they’ve booked the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be providing to your users. So I’m simply gon na state, 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 a few of the other events that I have available. 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 perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting.

Now as soon as 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