We’re gon na get things kicked off by going into our menu, into our account once 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 add one or more calendar accounts.

And what I imply by this, is things beyond just Calendly consultations however things that are occurring perhaps 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image.

Now this is probably more important than you believe. You’re gon na wan na put the name of your company or possibly it’s your full name. However remember, this is the URL that you are gon na be sharing with 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 people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. But now let’s carry on to the events themselves and how can you set up one or more events so that it’s as easy 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 really our main page here on the home screen where you can add and edit existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, most of individuals are using Calendly for one-on-one conference.

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 say upgrade, that’s gon na conserve that choice here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have readily available.

Now when 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 a specialist, a freelancer or perhaps you’re simply looking for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a really easy and quick tool to permit people who have an interest in my company and in my work to book time with me. 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 once you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it likewise enables Calendly.

to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are happening possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can use numerous calendars to check for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and maybe a welcome message simply when they arrive on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And finally, we can click on the my link.

You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got 2 occasions currently that individuals can choose 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 event type, which is gon na open up a new screen.

In this case, I’m gon na say, 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 save that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have available.

And finally, we can pick a various color. This is extremely valuable if you have numerous occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of