Are you an expert, a freelancer or possibly you’re simply looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a very simple and fast tool to enable individuals who have an interest 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. Due to the fact that really whatever 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 sure that you add several calendar accounts. This not just permits Calendly to book those consultations directly to your calendar but it also permits Calendly.

to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are taking place maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to check for conflicts more than just the one that you have actually selected up here and you can likewise define which calendar to add those appointments to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate 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 simply wan na motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile photo here in addition to your name and possibly a welcome message simply when they arrive at your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you wish to add here. And last but not least, we can click the my link.

Now this is probably more important than you believe. In most cases, you’re gon na wan na put the name of your company or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. Today let’s carry on to the occasions themselves and how can you set up several occasions so that it’s as simple for your prospective leads or for your customers 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 main page here on the house screen where you can add and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are utilizing Calendly for individually conference.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have offered.

And last but not least, we can choose a different color. This is very handy if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of

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 one of the first places 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 add one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly appointments but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is absolutely 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 simply wan na motivate you to submit an image.

Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your company 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 site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once 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 modifications happen. I’m gon na click my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people 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 design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 actually our main page here on the house screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got two options here, we can either produce an individually conference or a group conference. Now a group meeting lets numerous guests meet you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, most 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 require to do is provide it an occasion name. Now keep in mind, this is more than just your referral. This is what individuals 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. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending on the choice that you pick, you may have some additional options waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their contact number. I require to understand who I’m calling or I can choose this choice, my guest must call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have reserved the visit. 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 now, it’s just after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you do not wan na neglect particularly if you have several events that you’re gon na be offering to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to maybe some of the other events that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or maybe your full 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 specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting too.

And finally, we can select a various color. This is really handy if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently produced. Now when 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 event. By opening this app, you’re gon na see a lot of