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 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 indicate by this, is things beyond simply Calendly consultations but things that are occurring possibly in your individual 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 just wan na encourage you to submit an image.

Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, 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 return to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click on my link here simply 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 events currently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters play. But now let’s carry on to the occasions themselves and how can you set up several occasions 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 actually our primary page here on the home screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either produce an individually conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of people are using 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 supply their phone number. I’m gon na say 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, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have available.

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 an expert, a freelancer or possibly you’re just searching for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and very simple tool to enable individuals who have an interest in my company and in my work to book time with me. So 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 as soon as 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. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar but it also permits Calendly.

And what I mean by this, is things beyond just Calendly consultations but things that are occurring 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 motivate you to publish an image.

You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I have actually got two occasions currently that individuals can select 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 brand-new screen.

Let’s state create for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a location 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 conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the choice that you select, you might have some additional alternatives waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their phone number. I require to know who I’m calling or I can select this alternative, my guest should call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the appointment. If someone is thinking about reserving 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 just after they have actually scheduled the time will this number be revealed. 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 say upgrade, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na neglect specifically. 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 is about compared to possibly a few of the other occasions that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or maybe your full 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 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 simple for me to determine but also if I just paste this link and copy, they understand what they’re getting as well.

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