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 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.

And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other meetings 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 correctly. 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.

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

Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide 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. I’m just gon na call this one, Meeting with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell 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 maybe something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the alternative that you pick, you might have some extra options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can choose this option, my guest must call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number till 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’ve reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you do not wan na ignore especially if you have numerous events that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to possibly some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I simply 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 occasion. By opening this app, you’re gon na see a lot of

Are you a specialist, a freelancer or possibly you’re just 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 everything you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a very simple and fast tool to allow people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things started by entering into our menu, into our account as soon as you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since truly whatever 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 visits straight to your calendar however it likewise enables Calendly.

And what I imply by this, is things beyond simply Calendly visits but things that are happening perhaps 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 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 encourage you to submit an image.

Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your complete name. But remember, this is the URL that you are gon na be showing 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 directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes take place. I’m gon na click on my link here simply to show you where this appears. 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 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 enters play. But now let’s carry on to the occasions 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. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an individually meeting or a group meeting. Now a group meeting lets several guests meet with you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for one-on-one conference.

So let’s say create 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 simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the choice that you pick, you might have some extra options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my guest must call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their contact number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na neglect particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to possibly some of the other events that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting too.

And last but not least, we can choose a various color. This is really practical if you have several events, I’m gon na select red in this case so it stands apart from the other occasions that I have actually already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of