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 add one or more calendar accounts.

to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to look for disputes more than just the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established properly. Just select add 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 just wan na motivate you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to add here. And finally, we can click the my link.

Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your service or maybe 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 site or your social media accounts or you can simply 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 return to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s proceed to the occasions themselves and how can you set up several occasions 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 really our primary page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group conference 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. In a lot of cases, the majority of individuals are utilizing Calendly for individually meeting.

Let’s say develop for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the choice that you choose, you might have some additional alternatives waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their contact number. I require to understand who I’m calling or I can pick this choice, my guest must call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have scheduled the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na neglect specifically. 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 event is about compared to possibly a few of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your full 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 once again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting also.

And lastly, we can pick a various color. This is really useful if you have multiple occasions, I’m gon na select red in this case just so it stands out from the other occasions that I’ve currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of

Are you an expert, a freelancer or perhaps you’re simply searching for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize 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 really simple tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with 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 because really 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 include one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar but it also enables Calendly.

And what I imply by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.

Now this is probably more important than you believe. You’re gon na wan na put the name of your organization 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 link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at 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 modifications occur. I’m gon na click on my link here just to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can choose from and when they click one of those events, they are also 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 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 truly our main page here on the home screen where you can include and edit existing events. I’ve got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of people are utilizing Calendly for individually conference.

So 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 remember, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, actually simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending upon the choice that you select, you might 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 person who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my invitee 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 until they have actually booked the appointment. If someone 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 away, it’s just after they’ve booked 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 upgrade, that’s gon na save that choice here. If you have several occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na ignore especially. So 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 has to do with compared to perhaps a few of the other events that I have available. And then simply 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 separate URL. So in this case once again, you wan na try make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but also if I simply 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 occasion. By opening this app, you’re gon na see a lot of