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 very 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 add one or more calendar accounts.

to inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to include those appointments to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections set up correctly. Just select include 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 encourage you to publish an image. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you would like to include here. And lastly, 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 service or perhaps it’s your full name. 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 directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes happen. 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 people are gon na see my profile image, my name which welcome message. I’ve got two events presently that individuals can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the occasions themselves and how can you set up one or more events 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 truly our main page here on the home screen where you can include and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and produce a new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an one-on-one conference 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 providing a group webinar or something along those lines here. In many cases, the majority of individuals are using Calendly for individually conference.

Let’s say develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really easy here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the choice that you pick, you may have some extra options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. 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 away, it’s only after they have actually scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have several events 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 ignore especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we already 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. So in this case again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they know what they’re getting as well.

And lastly, we can select a various color. This is very handy if you have multiple occasions, I’m gon na choose red in this case so it sticks out from the other events that I’ve 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 event. So by opening this app, you’re gon na see a great deal of

Are you an expert, a freelancer or maybe you’re simply searching for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a quick and extremely easy tool to permit people who are interested in my service and in my work to book time with me. So I wan na show 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’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. Due to the fact that 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 several calendar accounts. This not just enables Calendly to book those appointments straight to your calendar however it also allows Calendly.

And what I suggest by this, is things beyond just Calendly appointments but things that are occurring possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your complete name. But 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 networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes happen. I’m gon na click on my link here simply to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events currently that individuals can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s proceed to the events themselves and how can you establish 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 main page here on the house screen where you can add and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group conference. Now a group meeting lets numerous guests meet you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are utilizing Calendly for individually meeting.

Let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending on the alternative that you choose, you may have some extra choices waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their telephone 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 preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the visit. If somebody is considering reserving 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’ve reserved the time will this number be revealed. 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 update, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na neglect especially. 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 maybe a few of the other occasions that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. 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 recognize but also if I just copy and paste this link, they know what they’re getting also.

Now when we struck 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