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 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.

And what I suggest by this, is things beyond simply Calendly consultations but things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 encourage you to upload an image.

Now this is most likely more crucial than you think. For the most part, you’re gon na wan na put the name of your business or perhaps 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 connect from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes take place. I’m gon na click my link here just 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 2 occasions presently that individuals can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple 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 actually our primary page here on the home screen where you can include and edit existing events. I’ve got two occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that 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 conference or a group conference. Now a group conference lets numerous invitees meet you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. But for the most part, the majority of people are utilizing Calendly for individually conference.

Let’s say produce for one-on-one. On this screen, the first thing that we require 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, Consulting with Scott, actually easy here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add 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 specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the choice that you choose, you may have some extra alternatives awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can choose this choice, my guest must call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have booked the visit. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they’ve scheduled 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 supply their contact number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na ignore particularly if you have numerous occasions that you’re gon na be offering to your users. I’m simply gon na state, 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 maybe some of the other events that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize but also if I simply copy and paste this link, they know what they’re getting too.

Now once 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

Are you an expert, a freelancer or maybe you’re just searching for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and very simple tool to permit individuals who are interested in my business and in my work to book time with me. I wan na show 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 truly whatever is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it also allows Calendly.

to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to look for disputes more than just the one that you have picked up here and you can likewise define which calendar to add those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select include 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 encourage you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile image 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 include your company logo or some other image that you want to add here. And finally, we can click the my link.

Now this is most likely more vital than you believe. For the most part, you’re gon na wan na put the name of your service or maybe 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 connect from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can land 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 show you where some of those modifications take place. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can choose from and when they click on among those events, they are also 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 prospective 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 home screen where you can include and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either produce an individually conference or a group conference. Now a group conference lets several invitees meet with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for one-on-one conference.

Let’s say create 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 simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, actually basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a telephone 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 noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the choice that you choose, you might have some additional options waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this option, my invitee must call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number till they have scheduled 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 revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na state update, that’s gon na save that option here. Down below we can add a description which is something you do not wan na overlook especially if you have numerous occasions that you’re gon na be offering to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to perhaps some of the other occasions that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly 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 once again, you wan na try make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I simply paste this link and copy, they know what they’re getting.

And last but not least, we can choose a various color. This is really helpful if you have multiple events, I’m gon na pick red in this case so it stands apart from the other events that I have actually already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of