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 add one or more calendar accounts.

to inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use multiple calendars to look for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to include those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply 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 stick with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to add here. And finally, we can click on the my link.

You’re gon na wan na put the name of your company or maybe it’s your complete name. I have actually got 2 events currently that people 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 brand-new screen.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have readily available.

And lastly, we can choose a various color. This is extremely valuable if you have numerous occasions, I’m gon na select red in this case just so it stands apart from the other events that I’ve currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or perhaps you’re just searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and very easy tool to allow individuals who are interested in my business 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’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. Since actually 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 ensure that you add several calendar accounts. This not only allows Calendly to book those consultations directly to your calendar but it also enables Calendly.

And what I imply by this, is things beyond just Calendly consultations but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very 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 encourage you to upload an image.

You’re gon na wan na put the name of your business or perhaps it’s your complete name. I have actually got two events currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new event 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 remember, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a location 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 meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the alternative that you select, you may have some additional options waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually reserved 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’ve booked the time will this number be revealed. In this case, I’m gon na state, 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 save that option here. Down listed below we can include a description which is something you don’t wan na neglect specifically if you have multiple events that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I simply paste this link and copy, they know what they’re getting.

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