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 very first locations 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 include one or more calendar accounts.

And what I mean by this, is things beyond just Calendly appointments however things that are taking place possibly in your personal 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 remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.

Now this is probably more crucial than you believe. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your full name. But 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 simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can pick from and when they click on among those events, they are also 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. 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 include and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either produce an individually conference or a group meeting. Now a group conference lets multiple guests meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, most of individuals are utilizing Calendly for one-on-one conference.

So let’s say create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, truly easy here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the alternative that you select, you may have some extra choices awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their contact number. I require to know who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my desired phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually scheduled 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 right away, it’s just after they’ve reserved the time will this number be revealed. 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 upgrade, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na neglect particularly. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly a few of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization 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 separate URL. In this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting.

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

Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and allowing people to quickly 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, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and really simple tool to allow individuals who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things begun. 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 top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually everything 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 add several calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it likewise permits Calendly.

to inspect other bookings that you might have going on. And what I mean by this, is things beyond just Calendly visits but things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to include those visits to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can validate 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 simply wan na motivate you to publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile photo here in addition to your name and perhaps a welcome message just when they arrive at your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to add here. And last but not least, we can click on the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your service or possibly it’s your complete name. However 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 individuals directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply 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 appears. 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 2 events currently that individuals can choose from and when they click one of those events, they are also 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 customers 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 home screen where you can add and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets numerous guests meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, the majority of people are utilizing Calendly for individually meeting.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide 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, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have readily available.

And lastly, we can pick a various color. This is really helpful if you have several events, I’m gon na pick red in this case just so it sticks out from the other events that I’ve currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of