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 first places 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 include one or more calendar accounts.

to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to check for disputes more than just the one that you have selected up here and you can likewise define which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select add 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 upload an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile picture here together with your name and perhaps a welcome message simply when they arrive on your start page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you would like to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got 2 events presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.

So let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular 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 phone call in this case. And oftentimes, depending on the alternative that you choose, you may have some additional choices waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if somebody is thinking about 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 just after they’ve reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they know what they’re getting too.

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 maybe you’re just 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 reveal you whatever you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a very easy and quick tool to allow individuals who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account when you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because actually 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 add several calendar accounts. This not only allows Calendly to book those appointments directly to your calendar but it also enables Calendly.

And what I mean by this, is things beyond simply Calendly consultations however things that are occurring possibly in your individual life or other conferences 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 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 most likely more important than you think. You’re gon na wan na put the name of your organization or possibly 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 link from your site or your social media accounts or you can just copy and paste this and give it to individuals straight 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 home screen. I just wan na reveal you where a few of those modifications occur. 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’ve got two events presently that people 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. 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. 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 include and modify existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got two options here, we can either develop an individually conference or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, the majority of people are utilizing Calendly for one-on-one meeting.

Let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the alternative that you pick, you might have some extra options waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their telephone 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 telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have booked 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 have actually booked the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have several occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na neglect specifically. 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 occasion is about compared to maybe some of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I simply paste this link and copy, they know what they’re getting as well.

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