We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are taking place maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to check for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can authenticate 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 upload an image. So if this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your great profile picture here in addition to your name and possibly a welcome message simply when they arrive at your beginning page. Next step, 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 add here. And finally, we can click on the my link.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your company or possibly it’s your full name. But remember, 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 individuals 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 go back to the house 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. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. And now let’s proceed to the events themselves and how can you set up several occasions so that it’s as simple for your potential 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 home screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and produce a new event 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 one-on-one conference or a group conference. Now a group meeting lets several guests consult with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for individually 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 say update, that’s gon na conserve that option here. 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 event is about compared to possibly some of the other occasions that I have offered.

And last but not least, we can choose a different color. This is really valuable if you have numerous events, I’m gon na select 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 event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or possibly you’re just looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show 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’ve utilized Calendly for a while now. It is a quick and very simple tool to enable people who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account when you have actually joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because really whatever is based around your relationship with Calendly and your calendar, and we desire 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 only allows Calendly to book those visits directly to your calendar but it also enables Calendly.

And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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 upload an image.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I’ve got 2 occasions presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.

So let’s say create for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending upon the option that you pick, you might have some extra alternatives waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. If someone 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 state update, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na overlook specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to perhaps some of the other events that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or maybe 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 again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they understand what they’re getting.

And lastly, we can choose a various color. This is really useful if you have several events, I’m gon na select red in this case so it stands apart from the other occasions that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of