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 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 add one or more calendar accounts.

to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to look for conflicts more than just the one that you have actually selected up here and you can likewise define which calendar to add those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can confirm with any calendar service including 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 just wan na encourage you to publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile image here in addition to your name and possibly a welcome message just when they arrive at your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And lastly, we can click the my link.

You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got two events 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.

So let’s say produce 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 simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually simple here. So I can recognize, oop, Meeting 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 conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the choice that you choose, you may have some extra alternatives waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their telephone number. I require to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the visit. If someone is considering scheduling 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 exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na ignore particularly if you have multiple events that you’re gon na be offering to your users. So 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 event has to do with compared to perhaps a few of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they understand what they’re getting too.

And finally, we can pick a different color. This is extremely practical if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of

Are you an expert, a freelancer or possibly you’re simply trying to find more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to enable people 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. 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 top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it also enables Calendly.

And what I suggest by this, is things beyond simply Calendly consultations however things that are taking place possibly 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 properly. 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.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link 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 at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 really our primary page here on the home screen where you can add and edit existing events. I’ve got two events that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for one-on-one conference.

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. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available.

And finally, we can pick a various color. This is very helpful if you have multiple events, I’m gon na pick red in this case so it sticks out from the other events that I’ve already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of