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 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 include one or more calendar accounts.

to inspect other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are happening possibly in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have picked up here and you can likewise specify which calendar to include those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can validate 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 simply wan na motivate you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to add here. And finally, we can click on the my link.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or maybe 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 straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals 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 one of those occasions, they are also 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. So let’s return 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 edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets several invitees meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for individually meeting.

So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include a location 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 particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the option that you pick, you might have some extra choices waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can select this option, my invitee should call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number till they have 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 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 them to offer their contact number. I’m gon na state upgrade, that’s gon na save that choice here. If you have several occasions that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na ignore particularly. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just 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 occasion. By opening this app, you’re gon na see a lot of

Are you an expert, a freelancer or perhaps you’re just 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 reveal you whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a very easy and fast tool to permit individuals who have an interest in my organization and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account as soon as 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. Because truly everything 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 ensure that you include one or more calendar accounts. This not just permits Calendly to book those consultations directly to your calendar however it also enables Calendly.

to examine other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to include those visits to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include 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 encourage you to upload an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and perhaps a welcome message simply when they arrive at your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to add here. And lastly, we can click on the my link.

Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to reveal you where this shows up. 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 events currently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters play. Today let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as easy for your potential 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 include and edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be excellent 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 one-on-one conference.

Let’s say produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing conference 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 pick call in this case. And in many cases, depending on the option that you choose, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the appointment. So if somebody is thinking about 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 just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that option here. If you have multiple occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na ignore particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to perhaps a few of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization 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. So in this case again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting too.

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