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 very 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.

And what I suggest by this, is things beyond just Calendly visits however things that are happening possibly in your personal life or other conferences 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.

You’re gon na wan na put the name of your service or possibly 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 likewise gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-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 recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, actually simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to add a place 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 particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the choice that you select, you might have some additional choices waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their telephone number. I need to know who I’m calling or I can select this option, my guest needs to call me. In this case, I can include 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 scheduled the visit. If someone 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’ve booked the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na neglect especially. So I’m just gon na state, 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 possibly a few of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe 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 once again, you wan na try make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they know what they’re getting.

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

Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and really simple tool to enable individuals who are interested in my company 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 as soon as you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that actually everything is based around your relationship with Calendly and your calendar. The 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 appointments directly to your calendar but it likewise permits Calendly.

And what I mean by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other meetings that come up as a part of your day. This is absolutely 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 upload an image.

Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your business or perhaps it’s your complete name. However 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 simply 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 house screen. I just wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to reveal 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 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 enters into play. Today let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as easy 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 events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an individually conference or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for individually conference.

So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second 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 particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending on the option that you pick, you might have some additional options waiting on 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 pick this option, my guest ought 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 show this number up until they have reserved the visit. 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 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 provide their phone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na ignore especially if you have multiple occasions that you’re gon na be providing to your users. 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 occasion is about compared to perhaps some of the other events that I have readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly 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 again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they know what they’re getting as well.

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