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 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 include one or more calendar accounts.

And what I imply by this, is things beyond simply Calendly appointments however things that are occurring maybe in your individual 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 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 motivate you to submit an image.

Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your complete name. However remember, 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 media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes occur. I’m gon na click my link here just to reveal you where this appears. 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 currently that people can pick 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. But now let’s carry on to the occasions themselves and how can you establish one or more occasions so that it’s as easy 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 actually our primary page here on the house screen where you can include and modify existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets several invitees meet with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. However in most cases, most of individuals are utilizing Calendly for individually meeting.

So let’s say develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the option that you select, you may have some additional choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually booked 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 have actually scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their contact number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na overlook especially if you have numerous occasions that you’re gon na be offering to your users. I’m simply 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 is about compared to possibly some of the other events that I have readily available. And then simply listed 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 primary 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 say, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting.

And last but not least, we can select a various color. This is extremely valuable if you have numerous occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve already created. Now as soon as 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 lot of

Are you a specialist, a freelancer or maybe you’re just looking for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a really easy and fast tool to enable individuals who are interested 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 have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that really whatever is based around your relationship with Calendly and your calendar. 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 straight to your calendar however it likewise enables Calendly.

And what I suggest by this, is things beyond just Calendly appointments but things that are occurring maybe in your personal 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 remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.

Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your service or possibly it’s your complete 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 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 simply wan na show you where a few of those changes happen. I’m gon na click my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events currently that individuals can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. So let’s return 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 events. I have actually got two events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This may be terrific 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 individually meeting.

So let’s say create for individually. 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. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing meeting 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 phone call in this case. And in most cases, depending upon the choice that you select, you might have some additional alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have booked the consultation. If somebody 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 only after they have actually reserved 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 offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na ignore especially if you have numerous events that you’re gon na be using to your users. So I’m just gon na state, 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 possibly some of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they know what they’re getting.

And last but not least, we can pick a different color. This is really practical if you have numerous events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of