We’re gon na get things kicked off by going into our menu, into our account when 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I imply by this, is things beyond just Calendly appointments but things that are occurring maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain 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.

You’re gon na wan na put the name of your business or possibly it’s your complete name. I have actually got 2 occasions currently that people 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 new screen.

So let’s state develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform 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 perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose phone 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 select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their telephone number. I need to know who I’m calling or I can choose this choice, my guest should call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number till they have actually scheduled the consultation. So if somebody is thinking about reserving 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 only after they have actually booked the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na say upgrade, that’s gon na conserve that option 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. I’m just gon na state, this is a conference 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. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I simply copy and paste this link, they understand 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 a specialist, a freelancer or maybe you’re simply 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 require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a very easy and quick tool to allow 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 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. Because actually everything 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 include one or more calendar accounts. This not only enables Calendly to book those visits directly to your calendar however it likewise permits Calendly.

And what I suggest by this, is things beyond simply Calendly consultations but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 just wan na encourage you to publish an image.

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

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. I’m just 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 possibly some of the other occasions that I have available.

And finally, we can choose a various color. This is very useful if you have multiple events, I’m gon na pick red in this case so it stands out from the other occasions that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of

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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

to inspect other bookings that you might have going on. And what I mean by this, is things beyond just Calendly appointments but things that are taking place maybe in your personal life or other meetings that show 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 conflicts more than simply the one that you have chosen up here and you can likewise specify which calendar to add those appointments to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify with any calendar service consisting of 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 motivate you to submit an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile image here along 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 company logo design or some other image that you want to add here. And lastly, we can click on 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 possibly it’s your complete name. But 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 directly so that they can arrive on your Calendly page. All right, when 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 changes happen. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that people can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design 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 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 edit existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose that new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually meeting or a group conference. Now a group meeting lets several guests meet you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for individually meeting.

Let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a 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 noted here. In our example, I’m gon na pick call in this case. And in most cases, depending on the choice that you choose, you might have some extra options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have reserved the visit. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually booked 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 inquire to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have several 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 especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have offered. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or perhaps 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 once again, you wan na try make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they understand what they’re getting as well.

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