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

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

You’re gon na wan na put the name of your organization or perhaps it’s your full name. I have actually got 2 events currently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.

Let’s state develop for individually. 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 reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really easy here. So 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 inform 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 maybe something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the option that you choose, you might have some extra choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling 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 phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually scheduled the consultation. If someone is considering 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 booked the time will this number be exposed. 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 conserve that option here. If you have numerous events that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na overlook particularly. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they understand what they’re getting also.

And lastly, we can select a different color. This is extremely helpful 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 currently developed. Now as soon as 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. By opening this app, you’re gon na see a lot of

Are you a specialist, a freelancer or possibly you’re just looking for 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 require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a fast and really simple tool to permit individuals who have an interest in my organization and in my work to book time with me. So I wan na reveal 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 one of 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 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 only allows Calendly to book those appointments straight to your calendar but it likewise allows Calendly.

And what I indicate by this, is things beyond just Calendly consultations however things that are taking place maybe in your individual life or other meetings 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 properly. Next up, we wan na stay 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.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your organization or maybe 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 website or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes occur. I’m gon na click on my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that people can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo comes into play. But now let’s proceed to the occasions themselves and how can you establish 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 really our main page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na pick that 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 meeting or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This may be terrific 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 individuals are using Calendly for one-on-one conference.

So let’s state develop for individually. 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 individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, actually simple 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 inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the choice that you choose, you might have some extra choices waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I need to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually booked the visit. So if somebody is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they have actually booked the time will this number be exposed. 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. Down below we can include a description which is something you do not wan na neglect specifically if you have multiple 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, simply something so they can separate what this event is about compared to maybe some of the other events that I have offered. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps 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. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they know what they’re getting.

Now when 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