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Are you a specialist, a freelancer or possibly you’re just looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and really easy tool to enable people 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. 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 top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since actually whatever is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows Calendly to book those appointments directly to your calendar however it also permits Calendly.

to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are happening possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize multiple calendars to look for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to add those consultations to. This is certainly gon na be your extremely 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 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 submit an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to add here. And last but not least, we can click the my link.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your organization or possibly 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 connect from your site or your social networks accounts or you can simply copy and paste this and give it to people straight 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 just wan na show you where a few of those modifications occur. I’m gon na click on my link here simply to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters into 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 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 actually our primary page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an individually conference or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for one-on-one conference.

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 state upgrade, that’s gon na save that option here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other events that I have offered.

And lastly, we can select a different color. This is really handy if you have multiple events, I’m gon na pick red in this case so it stands out from the other events that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of

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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 places 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 reservations that you may have going on. And what I imply 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 likewise look for disputes. You can utilize several calendars to look for disputes more than simply the one that you have selected up here and you can also 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 established correctly. Just select include calendar account here and you can validate with any calendar service consisting of 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 appointments that people are going to be scheduling with you, I recommend that you put your great profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like to add here. And last but not least, we can click the my link.

Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your service or possibly it’s your full 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 house screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click my link here just 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’ve got two occasions presently that individuals can pick 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 play. And now let’s move on to the events themselves and how can you establish one or more occasions so that it’s as simple for your prospective 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 primary page here on the home screen where you can add and modify existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. But most of the times, the majority of people are utilizing Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice 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 differentiate what this event is about compared to maybe some of the other events that I have readily available.

And last but not least, we can select a various color. This is extremely useful if you have numerous events, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of