Are you an expert, a freelancer or maybe you’re simply trying to find 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 need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a really easy and quick tool to allow individuals who have an interest in my company 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’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. Since actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it likewise permits Calendly.

to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have picked up here and you can likewise specify which calendar to add those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose 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 motivate you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and maybe a welcome message simply when they arrive on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo 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. You’re gon na wan na put the name of your company or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click on my link here simply to reveal you where this shows up. 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 presently that individuals can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. And now let’s carry on to the events themselves and how can you establish one or more events so that it’s as easy for your prospective 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 home screen where you can add and edit existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an individually conference or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for individually conference.

So let’s state develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just 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 step is to add a location and you can see we can tell our users upfront, is this an in person conference, 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 call in this case. And oftentimes, depending on the option that you pick, you might have some extra choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I require to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. So if somebody is considering scheduling 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 have actually booked the time will this number be exposed. In this case, I’m gon na say, 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 conserve that alternative here. If you have several events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na neglect particularly. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service 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. In this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I simply paste this link and copy, they know what they’re getting.

Now once 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 as soon as you have actually signed up with Calendly. And one of the very 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 include one or more calendar accounts.

to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are happening perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can use several calendars to check for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those visits to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections established properly. Simply select add calendar account here and you can confirm 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 motivate you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here in addition to your name and perhaps a welcome message just when they arrive at your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you would like to add here. And lastly, we can click the my link.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your company or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where people 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 likewise gon na see my branding here. This is where the logo 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 easy for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets multiple guests consult with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for individually meeting.

So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer 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 just gon na call this one, Satisfying with Scott, really simple here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the alternative that you select, you might have some extra choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. 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 right away, it’s only after they have actually booked the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that choice 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 overlook particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or perhaps your full 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 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 easy for me to determine however also if I simply paste this link and copy, they know what they’re getting.

And lastly, we can pick a different color. This is really helpful if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually currently created. Now as soon as we hit 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