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 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 examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can also check for conflicts. You can use multiple calendars to check for disputes more than just the one that you have selected up here and you can likewise define which calendar to add those visits to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Simply choose include 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 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 picture here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you would like to include here. And lastly, we can click the my link.

Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. 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 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, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those modifications happen. I’m gon na click my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s carry on to the events themselves and how can you establish several 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 truly our main page here on the home screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an individually conference or a group conference. Now a group conference lets several invitees meet you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are using Calendly for one-on-one meeting.

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 update, that’s gon na conserve that option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other events that I have available.

And lastly, we can choose a different color. This is really useful if you have several events, I’m gon na pick red in this case so it stands out from the other occasions that I have actually currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Are you a consultant, a freelancer or possibly you’re just trying to find more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to enable people 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. 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 among the top places that you’re gon na wan na go is up here to your account. Since actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar but it likewise enables Calendly.

to check other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are happening maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can utilize several calendars to look for disputes more than simply the one that you have actually selected up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established correctly. Simply select add calendar account here and you can validate 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 upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And finally, we can click on the my link.

Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or possibly it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click my link here just to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s proceed to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective 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 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 but let’s go and produce a new event from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got two options here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for individually conference.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. 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 maybe some of the other events that I have readily available.

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