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 very 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 add one or more calendar accounts.

to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize several calendars to check for disputes more than simply the one that you have selected up here and you can also 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 properly. Simply choose 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 motivate you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile photo here together with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to include here. And lastly, we can click the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or maybe it’s your full 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 site 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, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more events 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 main page here on the home screen where you can add and edit existing events. I’ve got two occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for one-on-one conference.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. 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 occasion is about compared to perhaps some of the other events that I have 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

Are you a specialist, a freelancer or maybe you’re simply looking for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to permit individuals who have an interest in my service and in my work to book time with me. So 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 first places that you’re gon na wan na go is up here to your account. Due to the fact that really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar however it also allows Calendly.

to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those appointments to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections set up properly. 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 upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great 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 add your business logo or some other image that you want to add here. And lastly, we can click the my link.

Now this is probably more important than you believe. You’re gon na wan na put the name of your company or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be showing 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 arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here simply to show you where this appears. So 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 events presently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo enters 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 really our primary page here on the house screen where you can include and modify existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and develop a new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an individually conference or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This may be fantastic 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 individually meeting.

So let’s state produce for individually. On this screen, the first thing that we need to do is provide it an occasion 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 Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a location 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 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 pick telephone call in this case. And oftentimes, depending on the option that you pick, you might have some extra options waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. So if someone 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 only after they’ve reserved 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 ask them to supply their contact number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have several occasions that you’re gon na be providing to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or possibly your full 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 again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they understand what they’re getting.

And finally, we can choose a different color. This is extremely valuable if you have multiple events, I’m gon na pick red in this case so it stands apart from the other events that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of