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 include one or more calendar accounts.

to inspect other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to look for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply 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 simply wan na motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start 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 want to add here. And lastly, we can click the my link.

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

So let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to add an area 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 specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the choice that you pick, you might have some additional alternatives waiting on 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 note their phone 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 include my desired phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be exposed. 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 state upgrade, that’s gon na conserve that alternative here. If you have several events 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 neglect especially. 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 event is about compared to maybe some of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe 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. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting.

And last but not least, we can select a various color. This is very handy if you have several events, I’m gon na choose red in this case just so it stands apart from the other events that I’ve currently developed. 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 occasion. So by opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or possibly you’re just searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hey there 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 fast and really easy tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things started. So 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. And we want to go to calendar connections since truly everything 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 allows Calendly to book those consultations straight to your calendar however it also enables Calendly.

to check other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 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 meetings or visits that people are going to be scheduling with you, I recommend 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 action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And lastly, we can click the my link.

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

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 keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second action is to include an area and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the alternative that you select, you may have some additional options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can select this choice, my invitee must call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have booked the visit. If someone is considering scheduling 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’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that option here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na neglect particularly. So I’m simply gon na say, this is a meeting 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 a few of the other events that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly 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 again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they understand what they’re getting too.

And last but not least, we can choose a various color. This is very valuable if you have several occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve already created. 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 people book this occasion. By opening this app, you’re gon na see a lot of