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 very 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 happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 publish an image.

Now this is most likely more vital than you think. In many cases, you’re gon na wan na put the name of your business or possibly 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 website or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home 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 initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. But now let’s carry on to the events themselves and how can you set up one or more events 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 truly our primary page here on the home screen where you can include and modify existing events. I have actually got two occasions 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 up a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for individually conference.

Let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the alternative that you pick, you might have some additional choices awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they have actually reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na overlook especially if you have several occasions that you’re gon na be offering to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have offered. And then 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 primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but also if I just copy and paste this link, they know what they’re getting.

Now as soon as 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

Are you a specialist, a freelancer or perhaps you’re just searching for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to enable individuals who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account when 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 really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not just permits Calendly to book those consultations straight to your calendar however it likewise permits Calendly.

to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to check for conflicts more than just the one that you have picked up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established properly. Simply select 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 simply wan na encourage you to upload an image. If this is conferences or consultations that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you want to add here. And lastly, we can click on the my link.

Now this is probably more vital than you think. Most of the times, 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 website or your social networks 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, when 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 take place. I’m gon na click on my link here simply to reveal 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 one of those events, they are likewise gon na see my branding here. This is where the logo 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 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 house screen where you can include and edit existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for individually meeting.

So let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your referral. 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, Meeting Scott, really easy here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending on the alternative that you pick, you may have some extra options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have scheduled the visit. If someone 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’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na ignore particularly if you have multiple occasions that you’re gon na be offering to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your company 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. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they know what they’re getting.

Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of