We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the very first places 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 include one or more calendar accounts.

And what I imply by this, is things beyond just Calendly visits however things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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.

You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got two occasions presently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.

Let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a personally meeting, 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 listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the option that you choose, you may have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. If somebody 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 only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their telephone 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 overlook 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 meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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 separate URL. In this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they understand what they’re getting as well.

Now once we struck 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 consultant, a freelancer or perhaps you’re simply trying to find more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a fast and very simple tool to enable individuals who are interested in my service and in my work to book time with me. I wan na show you how to get things begun. 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 top 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 desire to go to calendar connections. 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 visits directly to your calendar however it likewise enables Calendly.

And what I imply by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your individual 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 correctly. 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 probably more vital than you believe. In most cases, you’re gon na wan na put the name of your organization or possibly 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 networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes 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’ve got 2 events currently 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 enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential 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 main page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests consult with 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 the majority of cases, the bulk of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na say, 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 alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available.

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