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 first places 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.

to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for disputes. You can utilize multiple calendars to look for disputes more than just the one that you have actually picked up here and you can also define which calendar to include those appointments to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up correctly. Just select include calendar account here and you can verify with any calendar service including 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 encourage you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you want to add here. And last but not least, we can click on the my link.

Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your company or possibly it’s your full name. However keep in mind, 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 individuals straight so that they can land on your Calendly page. All right, once 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 happen. I’m gon na click on 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 have actually got two occasions currently that people can choose from and when they click on among those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s carry on to the occasions themselves and how can you establish several events so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group meeting lets several invitees meet you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for one-on-one conference.

So let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular 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 choose call in this case. And oftentimes, depending on the choice that you choose, you may have some additional choices awaiting 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 phone number. I need to understand who I’m calling or I can pick this choice, my guest must call me. In this case, I can add my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually reserved 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 inquire to provide their telephone number. I’m gon na state update, that’s gon na save that option here. If you have several events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na ignore especially. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions 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 service name or possibly 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 try make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I just paste this link and copy, 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 possibly you’re simply trying to find more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and very simple tool to permit people who are interested in my service 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 started by entering into our menu, into our account as soon as you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that truly everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar but it likewise allows Calendly.

to check other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize several calendars to look for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can confirm 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 just 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 advise that you put your nice profile image here together with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include here. And lastly, we can click the my link.

Now this is probably more important than you believe. You’re gon na wan na put the name of your company or possibly it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click my link here simply to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the occasions themselves and how can you establish one or more events so that it’s as easy for your prospective 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 truly our primary page here on the house screen where you can add and modify existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This might be great for an instructor 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 one-on-one conference.

Let’s state produce for individually. 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 recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the option that you choose, you may have some extra alternatives waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I need to know who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have booked the consultation. If someone is thinking about 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 just after they’ve booked the time will this number be exposed. 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 upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have several 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, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your complete 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. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they understand what they’re getting.

And lastly, we can pick a different color. This is really practical if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually already 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. So by opening this app, you’re gon na see a great deal of