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

And what I suggest by this, is things beyond just Calendly visits however things that are taking place perhaps in your individual life or other meetings 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 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 most likely more vital than you think. For the most part, you’re gon na wan na put the name of your company or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people directly 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 return to the home screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. And now let’s proceed to the occasions themselves and how can you establish several events 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 truly our main 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 develop a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets several invitees meet you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, most of people are using Calendly for one-on-one conference.

Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. 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 with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the alternative that you select, you might have some additional alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. If somebody is thinking about reserving 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 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 contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you do not wan na overlook particularly if you have multiple occasions that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however also if I just paste this link and copy, they know 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

Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a quick and extremely simple tool to allow individuals who are interested in my business and in my work to book time with me. I wan na show you how to get things begun. So 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. Because actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar however it likewise allows Calendly.

to inspect other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to check for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to include those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose include 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 submit an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to include here. And lastly, we can click the my link.

You’re gon na wan na put the name of your company or perhaps it’s your complete name. I’ve 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 select that brand-new occasion type, which is gon na open up a new screen.

So let’s say create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the choice that you choose, you might have some extra choices awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their contact number. I need to know who I’m calling or I can choose this option, my guest must call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually scheduled the visit. If someone is thinking about booking 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 booked the time will this number be exposed. In this case, I’m gon na say, 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 conserve that option here. Down below we can add a description which is something you do not wan na ignore especially if you have several occasions that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have readily available. 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 possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they know what they’re getting.

And last but not least, we can choose a different color. This is very practical if you have numerous events, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually already created. 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 occasion. So by opening this app, you’re gon na see a great deal of