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 very 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.

to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple 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 definitely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Simply choose add calendar account here and you can verify 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 upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you want to include here. And finally, we can click on the my link.

Now this is most likely more important than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once 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 take place. I’m gon na click on my link here just 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 have actually got two events presently that people can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters 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 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 really our main page here on the house screen where you can add and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However most of the times, the majority of individuals are utilizing Calendly for individually conference.

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 say upgrade, that’s gon na conserve that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other events that I have offered.

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

Are you a specialist, a freelancer or possibly you’re simply searching for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to enable people who have an interest in my service and in my work to book time with me. 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 once you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows Calendly to book those consultations straight to your calendar however it likewise permits Calendly.

And what I indicate by this, is things beyond simply Calendly appointments however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. 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. You’re gon na wan na put the name of your organization or perhaps 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 simply copy and paste this and give it to people 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 home screen. I just wan na show you where a few of those changes happen. I’m gon na click my link here just 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 have actually got two events presently that individuals can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Today 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 return to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets several invitees meet you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. But most of the times, most 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 provide their phone number. I’m gon na state update, 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 distinguish what this event is about compared to perhaps some of the other events that I have available.

Now as soon as 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