Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very easy and quick 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 started. 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 top 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 ensure that you add several calendar accounts. This not only allows Calendly to book those consultations straight to your calendar however it also allows Calendly.

to inspect other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are taking place possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to look for disputes more than just the one that you have actually picked up here and you can also specify which calendar to add those consultations to. This is absolutely 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 verify with any calendar service including 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. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include 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.

Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your service or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click my link here just to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters 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 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 really our primary page here on the house screen where you can include and modify existing events. I have actually got 2 events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually meeting or a group conference. Now a group meeting lets several invitees meet you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But in many cases, most of individuals are utilizing Calendly for individually meeting.

Let’s say produce for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a location 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the choice that you pick, you may have some extra options awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their telephone number. I need to know who I’m calling or I can choose this option, my guest should call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have scheduled the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve scheduled the time will this number be revealed. 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 upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na overlook particularly if you have several events that you’re gon na be offering to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to perhaps some of the other occasions that I have available. And then just listed below the description, we have our occasion 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 particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I just copy and paste this link, they know what they’re getting as well.

And last but not least, we can choose a various color. This is really useful if you have several occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So 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 very 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 include one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly consultations however things that are occurring perhaps in your individual life or other meetings 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 remain 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.

Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here simply to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can select from and when they click on among 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 events themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s return 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’ve got 2 occasions that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for individually conference.

So let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the alternative that you choose, you might have some extra choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can add my desired phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually booked 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 only after they’ve scheduled the time will this number be revealed. 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 update, that’s gon na save that alternative here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na overlook specifically. So 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 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 currently talked briefly about having your domain or your service name or maybe 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 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 determine but also if I just copy and paste this link, they know what they’re getting too.

Now as soon as 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