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 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 occurring perhaps in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 encourage you to upload an image.

Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or perhaps it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link 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 on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on my link here just to reveal 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 2 events currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo 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 clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and edit existing events. I’ve got two 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 occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group meeting lets multiple guests meet 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. But most of the times, most of people are utilizing Calendly for one-on-one conference.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. 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.

Now when we hit 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

Are you an expert, a freelancer or possibly you’re simply trying to find 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 everything you need to know to use 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 very simple and fast tool to allow individuals who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by going into our menu, into our account as soon as you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since really everything 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 just allows Calendly to book those appointments straight to your calendar but it likewise enables Calendly.

And what I suggest by this, is things beyond simply Calendly appointments but things that are happening possibly in your individual life or other meetings 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 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 probably more crucial than you believe. In most cases, you’re gon na wan na put the name of your organization or perhaps it’s your complete name. However 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 media 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, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. So 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 2 occasions currently that individuals can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters 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. So let’s return 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 modify existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. But most of the times, most of people are utilizing Calendly for individually 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 people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, truly easy here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a place 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 customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the option that you pick, you might have some additional options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can pick this option, my guest should 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 show this number till they have scheduled the consultation. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’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. If you have multiple occasions that you’re gon na be using to your users, down below we can include a description which is something you do not wan na neglect particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other events that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.

Now when 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