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 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.

to inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are occurring perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can use several calendars to look for disputes more than simply the one that you have picked up here and you can likewise define which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can validate with any calendar service including 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 just wan na motivate you to publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and perhaps a welcome message simply when they arrive on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you wish to add here. And lastly, we can click on the my link.

Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your organization or perhaps it’s your full name. But keep in mind, this is the URL that you are gon na be showing 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 people directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes happen. 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 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 events themselves and how can you set up one or more events so that it’s as easy 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 primary page here on the home screen where you can add and edit existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. However in most cases, the majority of people are using Calendly for individually meeting.

So let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the alternative that you pick, you might have some additional options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. So 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 now, it’s only after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na overlook especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions 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 or your organization name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I simply copy and paste this link, they know what they’re getting as well.

And lastly, we can select a various color. This is really valuable 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 currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, 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 perhaps you’re simply looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a quick and very easy tool to allow individuals who are interested in my company and in my work to book time with me. I wan na show you how to get things started. So 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 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 because actually everything 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 just permits Calendly to book those consultations directly to your calendar but it likewise permits Calendly.

to inspect other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have actually selected up here and you can likewise define which calendar to add those visits to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections established properly. Just choose include calendar account here and you can validate 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 just wan na motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and possibly a welcome message simply when they arrive on your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to include here. And finally, we can click the my link.

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

Let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second action 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 particular 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 telephone call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some extra alternatives waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their telephone number. I require to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually scheduled the appointment. 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 away, it’s only after they have actually reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na say update, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na neglect specifically if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na say, 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 events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting also.

And lastly, we can pick a various color. This is extremely useful if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other events that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of