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.

to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are happening possibly in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to check for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those visits to. This is certainly 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 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 just wan na motivate you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your great profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo 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 vital than you believe. You’re gon na wan na put the name of your organization or perhaps 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 connect from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications take place. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters play. And now let’s move on to the occasions themselves and how can you set up several occasions 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 return to our menu within our account screen here. And this is actually our primary page here on the home screen where you can include and edit existing occasions. I have actually got 2 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 occasion type, which is gon na open up a 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 multiple guests meet with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, most of people are using Calendly for individually meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that option 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 distinguish what this occasion is about compared to perhaps some of the other events that I have available.

And finally, we can pick a various color. This is very handy if you have numerous events, I’m gon na pick red in this case so it stands out from the other occasions that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or perhaps you’re just looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a very simple and quick tool to permit people who are interested in my business and in my work to book time with me. I wan na reveal you how to get things started. 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 top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since really everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar however it likewise enables Calendly.

to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits but things that are taking place maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to include those appointments to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections established properly. Simply select include calendar account here and you can authenticate 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 submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your good profile image here together with your name and maybe a welcome message simply when they arrive on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you want to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your business or perhaps it’s your complete name. I have actually got 2 events presently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.

So let’s say develop for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this an in person 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-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending upon the alternative that you choose, you may have some additional options waiting on you. For instance, 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 note their contact number. I need to know who I’m calling or I can choose this option, my invitee should call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to show this number until they have booked the appointment. If someone is thinking about 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 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 supply their phone number. I’m gon na say update, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na overlook especially if you have several events that you’re gon na be providing to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to maybe some of the other occasions that I have offered. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe 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 once again, you wan na try make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting as well.

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