We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal life or other meetings 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 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 submit an image.

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

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that option 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 separate what this occasion is about compared to maybe some of the other occasions that I have offered.

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 perhaps you’re just trying to find more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hello everybody, 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 extremely simple and fast tool to permit individuals who are interested in my company and in my work to book time with me. 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 when you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since actually everything 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 include one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar but it likewise allows Calendly.

And what I suggest by this, is things beyond just Calendly visits 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 very 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 simply wan na encourage you to upload an image.

Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your service 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 website or your social networks 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 have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes take place. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events presently that individuals can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s carry on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of people are using Calendly for individually meeting.

Let’s state 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 simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, really simple here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this a personally 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 noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some extra alternatives awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. If somebody is considering 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 just after they have actually reserved 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 supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have multiple occasions 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 ignore especially. 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 maybe some of the other events that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps 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 again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I just copy and paste this link, they understand what they’re getting also.

Now as soon as 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

We’re gon na get things kicked off by going into our menu, into our account as soon as 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 indicate 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 definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 submit an image.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or maybe it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events 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 enters play. Today let’s move on to the events themselves and how can you set up several events 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 primary page here on the house screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer 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 separate what this event is about compared to perhaps some of the other events that I have available.

And last but not least, we can choose a different color. This is extremely handy if you have numerous events, I’m gon na choose red in this case so it stands apart from the other events that I’ve already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of