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 add one or more calendar accounts.

And what I mean by this, is things beyond simply Calendly visits however things that are taking place maybe in your individual life or other conferences 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 stay 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.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete name. Remember, 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 individuals straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click my link here simply to reveal 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 have actually got two occasions currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s proceed to the events themselves and how can you establish several occasions 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 really our primary page here on the house screen where you can add and modify existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets several guests meet you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for individually 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 state update, that’s gon na save that option here. I’m just 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 is about compared to maybe some of the other occasions that I have readily available.

And finally, we can choose a various color. This is very practical if you have numerous events, I’m gon na select red in this case so it sticks out from the other events that I’ve already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Are you a specialist, a freelancer or perhaps you’re simply looking 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 utilize Calendly Hello 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 very easy tool to permit people who are interested in my company and in my work to book time with me. I wan na reveal you how to get things started. 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 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 make certain that you include several calendar accounts. This not only enables Calendly to book those visits straight to your calendar but it also permits Calendly.

And what I indicate by this, is things beyond simply Calendly consultations however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 motivate you to publish an image.

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

Let’s state create for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your referral. 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 Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the alternative that you select, you may have some additional alternatives waiting for 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 list their phone number. I require to understand who I’m calling or I can select this alternative, my invitee should call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have booked the consultation. 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 just after they’ve reserved the time will this number be revealed. 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 upgrade, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na ignore specifically. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to possibly a few of the other events that I have offered. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization 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. So in this case 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 simple for me to recognize but also if I just paste this link and copy, they understand what they’re getting.

Now once we hit 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