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 add one or more calendar accounts.

to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can use numerous calendars to look for disputes more than simply the one that you have actually selected up here and you can also define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose 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 just wan na motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and possibly a welcome message just when they land on your start page. Next action, you also 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 finally, we can click on the my link.

Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s proceed to the occasions themselves and how can you set up several 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 actually our main page here on the home screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets multiple guests 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 majority of people are utilizing Calendly for individually conference.

Let’s state produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person conference, a telephone 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 listed here. In our example, I’m gon na choose call in this case. And in most cases, depending upon the choice that you pick, you might have some additional alternatives awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their contact 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 desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually scheduled the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually reserved the time will this number be exposed. However in this case, I’m gon na say, 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 option here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na overlook particularly. So I’m simply gon na say, 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 perhaps some of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they know what they’re getting as well.

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 a specialist, a freelancer or possibly you’re just searching for more leads and permitting individuals 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 utilize Calendly Hi everyone, 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 really easy tool to allow individuals who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things begun. So 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 among the first places that you’re gon na wan na go is up here to your account. Because truly 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 make certain that you include several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it also allows Calendly.

to inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are occurring possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use 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 certainly gon na be your really first stop to make certain that you have your calendar connections established properly. Just choose add calendar account here and you can validate 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 simply wan na encourage you to upload an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your great profile picture here together with your name and perhaps 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 business 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 company or possibly it’s your full name. I have actually got 2 events presently 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 new event type, which is gon na open up a new screen.

So let’s say develop 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. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using 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 many cases, depending upon the option that you pick, you may have some additional options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually booked the consultation. So if somebody 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 just after they’ve booked 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 upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you do not wan na neglect especially if you have numerous occasions that you’re gon na be using 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 maybe some 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 perhaps your complete name to get them to your main 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 particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they know what they’re getting as well.

Now as soon as 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