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 locations 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.

And what I imply by this, is things beyond simply Calendly consultations however things that are occurring possibly in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 submit an image.

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

So let’s state 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 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, actually simple here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add an area 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending upon the alternative that you choose, you might have some extra alternatives waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their contact number. I require to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. If someone is thinking about booking 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 booked the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na neglect particularly if you have several occasions that you’re gon na be providing to your users. 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 occasion has to do with compared to maybe a few of the other events that I have available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, satisfying 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 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

Are you a consultant, a freelancer or possibly you’re just trying to find more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a really simple and quick tool to permit people who are interested in my organization and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since 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 enables Calendly to book those appointments straight to your calendar but it also allows Calendly.

to examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits however things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to look for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to add those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can authenticate 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 simply wan na motivate you to publish 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 along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you want to include here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your service or possibly it’s your full name. I have actually got two occasions currently that individuals can choose 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 occasion type, which is gon na open up a new screen.

Let’s state create for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, 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 simply gon na call this one, Meeting with Scott, truly simple here. So I can recognize, 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 a face to face meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the alternative that you pick, you may have some additional alternatives waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this choice, my guest must call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. 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 upgrade, that’s gon na conserve that option here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na neglect particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have offered. And then 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 possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So 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 simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting.

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