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 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 mean by this, is things beyond just Calendly visits but things that are occurring maybe in your personal 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 motivate you to submit an image.

You’re gon na wan na put the name of your service or perhaps it’s your full name. I’ve got two events currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion 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 say upgrade, that’s gon na save that choice 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 perhaps some of the other occasions that I have readily available.

Now as soon as we hit 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 trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a really simple and quick tool to permit individuals who have an interest in my service 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 when 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. Since actually everything is based around your relationship with Calendly and your calendar, and we want 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 appointments directly to your calendar but it likewise allows Calendly.

And what I indicate by this, is things beyond just Calendly appointments however things that are taking place possibly in your individual 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 just wan na motivate you to upload an image.

Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your organization or perhaps it’s your complete name. But 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 just copy and paste this and give it to individuals straight 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 home screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently 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 enters play. And now let’s proceed to the events themselves and how can you establish one or more 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 house screen where you can include and edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na select that brand-new occasion 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 conference. Now a group conference lets numerous invitees meet 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. In the majority of cases, the bulk of individuals are utilizing Calendly for individually 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 state upgrade, that’s gon na conserve that option here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have offered.

And last but not least, we can pick a different color. This is really helpful if you have several events, I’m gon na select red in this case so it stands out from the other events that I have actually currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

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 very 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 mean by this, is things beyond just Calendly appointments however things that are occurring maybe in your individual 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 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 encourage 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 events presently that people can select from and when they click on one of those events, 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.

Let’s say create for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing meeting 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 select telephone call in this case. And in a lot of cases, depending upon the alternative that you select, you may have some additional options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. If somebody 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’ve scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their phone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na ignore particularly if you have numerous occasions that you’re gon na be providing to your users. 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 maybe some of the other occasions that I have offered. And then just below the description, we have our event 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 however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting as well.

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 a consultant, a freelancer or perhaps you’re simply trying to find more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a quick and extremely easy tool to enable individuals who have an interest in my service and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things began by going into our menu, into our account when 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. Since really 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 add one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar but it likewise allows Calendly.

to examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise define which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Simply select add calendar account here and you can validate 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 simply wan na motivate you to publish an image. So if this is conferences or visits that people are going to be scheduling with you, I recommend that you put your great profile picture here together with your name and perhaps a welcome message just when they arrive at your start 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 want to include here. And finally, we can click the my link.

Now this is probably more crucial 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 site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes take place. I’m gon na click my link here simply to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Today let’s proceed to the occasions themselves and how can you set up one or more 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 really our main page here on the home screen where you can include and edit existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We’ve got two options 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 may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for individually conference.

So let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to add a place 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 particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the choice that you select, you might have some extra choices waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their telephone number. I need to understand who I’m calling or I can choose this option, my invitee should call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually reserved the time will this number be revealed. 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 update, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na overlook specifically if you have numerous occasions that you’re gon na be using to your users. 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 occasion is about compared to maybe some of the other events that I have available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they know 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 event. By opening this app, you’re gon na see a lot of