We’re gon na get things kicked off by going into our menu, into our account when 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 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 bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are taking place maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for disputes. You can use several calendars to look for disputes more than simply the one that you have actually picked up here and you can also define which calendar to add those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established properly. Just choose include calendar account here and you can verify with any calendar service consisting of 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 simply wan na motivate you to upload an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your great profile photo 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 add your company logo or some other image that you want to add here. And finally, we can click on the my link.

Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your organization or perhaps it’s your complete name. Remember, 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 individuals directly so that they can arrive on your Calendly page. All right, once 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 changes happen. I’m gon na click my link here just 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 two occasions presently that individuals can choose from and when they click among those occasions, 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 occasions themselves and how can you set up one or more occasions 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 primary page here on the house screen where you can include and modify existing events. I have actually got 2 events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an individually meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, the majority of people are utilizing Calendly for one-on-one meeting.

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 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 separate what this occasion is about compared to perhaps some of the other events that I have offered.

Now when 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

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 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.

And what I suggest by this, is things beyond just Calendly visits however things that are taking place possibly in your individual 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 properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or maybe it’s your complete 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 website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive 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 show you where a few of those modifications take place. I’m gon na click my link here just to show 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 two events presently that people can select from and when they click on among those events, 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 events so that it’s as simple 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 really our main page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either develop an individually conference or a group conference. Now a group meeting lets several guests meet 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. However in many cases, most of people are utilizing Calendly for individually meeting.

So let’s say create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. 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, Consulting with Scott, truly simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the option that you pick, you might have some additional alternatives awaiting you. 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 phone number. I require to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have scheduled the consultation. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve booked the time will this number be exposed. 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 save that option here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have multiple events that you’re gon na be offering to your users. So I’m just 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 a few of the other events that I have available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary 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 specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they understand what they’re getting.

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

Are you a specialist, a freelancer or maybe you’re just trying to find more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a fast and very easy tool to enable individuals who have an interest in my service 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 entering 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. And we wish to go to calendar connections because really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not only permits Calendly to book those consultations straight to your calendar however it likewise allows Calendly.

And what I imply by this, is things beyond simply Calendly consultations but things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na stay 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.

You’re gon na wan na put the name of your service or possibly it’s your full name. I’ve got 2 occasions presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.

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

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