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 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 include one or more calendar accounts.

to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections established correctly. Simply select include calendar account here and you can verify with any calendar service consisting of 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 encourage you to publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe a welcome message simply when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got 2 occasions presently that people can pick from and when they click on one of those occasions, they are likewise 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 say create 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 simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the option that you select, you may have some additional options awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can select this alternative, my invitee must call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to display this number till they have booked the appointment. If somebody is thinking about 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 have actually scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that option here. Down 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 simply 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 possibly some of the other occasions 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 complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I simply paste this link and copy, they know what they’re getting also.

Now as soon as 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

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 show you whatever you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a quick and extremely easy 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 started. 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 among the first places that you’re gon na wan na go is up here to your account. Since actually 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 include one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar but it likewise permits Calendly.

And what I mean by this, is things beyond just Calendly visits however things that are happening perhaps in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 simply wan na motivate you to submit an image.

Now this is probably more crucial than you believe. In most cases, you’re gon na wan na put the name of your organization or perhaps it’s your complete name. Remember, 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 simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click on my link here just to show you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. And now let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na choose that new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other events that I have offered.

And last but not least, we can select a various color. This is very valuable if you have numerous events, I’m gon na pick red in this case just so it sticks out from the other events that I have actually currently created. Now as soon as 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