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 one of the 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 check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have chosen up here and you can also define which calendar to include those consultations to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up correctly. Just choose add calendar account here and you can verify 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 just wan na encourage you to publish an image. If this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And last but not least, we can click the my link.

Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your service or perhaps it’s your full name. Remember, 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 networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here simply 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 two occasions presently 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 enters play. But now let’s proceed to the occasions themselves and how can you establish one or more events 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 actually our main page here on the house screen where you can include and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets several invitees meet with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, most of people are using Calendly for individually conference.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available.

And finally, we can select a various color. This is really handy if you have several occasions, I’m gon na select red in this case so it stands out from the other events that I’ve already developed. Now once we hit 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. So by opening this app, you’re gon na see a great deal of

Are you a specialist, a freelancer or possibly you’re just searching for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a really simple and quick tool to permit people who are interested in my service and in my work to book time with me. I wan na reveal you how to get things begun. 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 top 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 truly 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 add one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it likewise permits Calendly.

And what I mean by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely 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 important than you think. In many cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. But remember, 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 simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that people can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy 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 main page here on the home screen where you can include and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for one-on-one conference.

So let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the alternative that you choose, you may have some extra alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their contact number. I’m gon na say update, that’s gon na conserve that choice here. If you have several events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na neglect specifically. I’m just gon na state, this is a conference 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 after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or possibly your complete 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 try make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they understand what they’re getting too.

And finally, we can choose a various color. This is extremely practical if you have multiple events, I’m gon na pick red in this case so it stands out from the other events that I’ve already created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of