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 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.

And what I imply by this, is things beyond simply Calendly visits however things that are taking place maybe in your individual life or other meetings 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 just wan na encourage you to upload 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. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect 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, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes 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 clients 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 primary 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 however let’s go and produce a new event from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an individually conference or a group meeting. Now a group conference lets several guests 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. However in many cases, the majority of people are using Calendly for one-on-one meeting.

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

Now once 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

Are you an expert, a freelancer or maybe you’re simply searching for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a fast and really easy tool to enable people who are interested in my organization and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things started by going into our menu, into our account when you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not just permits Calendly to book those appointments straight to your calendar however it likewise permits Calendly.

to check other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use multiple calendars to check for conflicts more than just the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can confirm with any calendar service including 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 encourage 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 picture here together with your name and possibly a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you wish to add here. And lastly, we can click on the my link.

Now this is probably more important than you believe. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your complete 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 media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that people can pick from and when they click 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 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 primary page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an individually conference or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, most of individuals are using Calendly for one-on-one meeting.

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 choice here. 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 event is about compared to possibly some of the other occasions that I have available.

Now once 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