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 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 add one or more calendar accounts.

to examine other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can use numerous calendars to check for disputes more than simply the one that you have actually chosen up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply choose add calendar account here and you can verify 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 just wan na motivate you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe 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 add your business logo or some other image that you would like to add here. And lastly, we can click on the my link.

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

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, 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 differentiate what this occasion is about compared to possibly some of the other events that I have offered.

And last but not least, we can pick a different color. This is very helpful if you have numerous occasions, I’m gon na choose red in this case so it sticks out from the other events that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of

Are you a specialist, a freelancer or perhaps you’re just looking for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a extremely easy and quick tool to allow people who are interested in my service and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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. And we want to go to calendar connections due to the fact that really whatever is based around your relationship with Calendly and your calendar. 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 directly to your calendar however it also enables Calendly.

And what I imply by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 encourage you to submit an image.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I’ve got two occasions currently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new event type, which is gon na open up a brand-new screen.

So let’s say create for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting Scott, really simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular 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 telephone call in this case. And oftentimes, depending on the choice that you choose, you may have some extra options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can pick this option, my invitee should call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. If someone is considering reserving 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 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 offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na overlook especially if you have numerous occasions that you’re gon na be offering to your users. So I’m just gon na state, 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 a few of the other events that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your business 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 attempt make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I simply paste this link and copy, they know what they’re getting.

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