We’re gon na get things kicked off by going into our menu, into our account when 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 add one or more calendar accounts.

to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use several calendars to check for disputes more than just the one that you have actually selected up here and you can also specify which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate 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. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and perhaps a welcome message just when they arrive on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you want to add here. And finally, we can click on the my link.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your business or perhaps it’s your full 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 networks accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click on my link here simply to show 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 have actually got 2 occasions presently that people can select from and when they click on 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 events so that it’s as easy for your prospective 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 actually our primary page here on the home screen where you can include and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets several guests meet with 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. In the majority of cases, the bulk of individuals are using Calendly for one-on-one meeting.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. I’m simply gon na state, 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 occasions that I have readily available.

And lastly, we can select a different color. This is really practical if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of

Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a really simple and quick tool to enable individuals who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account as soon as you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because really 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 certain that you include one or more calendar accounts. This not only enables Calendly to book those consultations straight to your calendar but it likewise permits Calendly.

And what I imply by this, is things beyond simply Calendly appointments however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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 upload an image.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your complete name. However keep in mind, 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 just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes take place. I’m gon na click my link here just to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can pick 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 events so that it’s as simple for your prospective 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 really our primary page here on the home screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a 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 meeting lets several guests consult with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for one-on-one conference.

Let’s say produce for individually. On this screen, the first thing that we require to do is give it an event 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 with Scott, truly easy here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular 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 select call in this case. And in most cases, depending on the option that you pick, you might have some extra alternatives waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can select this option, my invitee should call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. 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 away, it’s just after they have actually reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their telephone number. I’m gon na say upgrade, that’s gon na save that option here. If you have several events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na overlook particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have offered. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your company 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. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they know what they’re getting.

Now as soon as 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