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 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 just Calendly appointments but things that are taking place maybe in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 simply wan na motivate you to submit an image.

You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got two occasions currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a brand-new screen.

Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the alternative that you choose, you may have some additional choices waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they’ve scheduled the time will this number be exposed. 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 option here. Down below we can include a description which is something you do not wan na overlook specifically if you have several events that you’re gon na be offering to your users. So 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 readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but also if I simply copy and paste this link, they understand what they’re getting as well.

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 an expert, a freelancer or perhaps you’re just searching for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a really easy and fast tool to permit individuals who are interested in my service and in my work to book time with me. So I wan na show you how to get things started. 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 top places that you’re gon na wan na go is up here to your account. Due to the fact that really everything 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 several calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it likewise allows Calendly.

to check other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are taking place maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to look for conflicts more than just the one that you have actually 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 properly. Just choose include calendar account here and you can authenticate with any calendar service consisting of 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 just wan na encourage you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you wish to add here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your organization or perhaps it’s your full name. I have actually got 2 occasions presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.

Let’s say create for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the alternative that you select, you may have some additional options waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their telephone number. I need to understand who I’m calling or I can select this option, my invitee must call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked 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 only after they have actually booked the time will this number be exposed. 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 state upgrade, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na overlook specifically. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting as well.

And finally, we can choose a various color. This is extremely practical if you have several events, I’m gon na select red in this case just so it stands out from the other events that I have actually currently produced. Now when we struck 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. By opening this app, you’re gon na see a lot of