We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the very first places 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.

And what I mean by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is definitely 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 encourage you to upload an image.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your company or perhaps it’s your complete name. But 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 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 home screen. I just wan na show you where some of those changes happen. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s proceed to the events themselves and how can you establish several 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 really our main page here on the home screen where you can add and edit existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an individually conference or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. But in most cases, most of individuals are using Calendly for individually meeting.

Let’s say develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, actually basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular 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 phone call in this case. And in a lot of cases, depending upon the alternative that you select, you might have some additional alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. 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 immediately, 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 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 choice here. If you have several occasions that you’re gon na be offering 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 differentiate what this event is about compared to perhaps some of the other occasions that I have offered. And after that 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 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 once again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however also if I simply paste this link and copy, they understand what they’re getting.

Now once 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 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 show you everything you require 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 have actually used Calendly for a while now. It is a very simple and quick tool to permit people who have an interest in my organization 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 entering into our menu, into our account once you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those consultations straight to your calendar however it also enables Calendly.

And what I imply by this, is things beyond just Calendly visits however things that are happening possibly in your personal life or other conferences 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 simply wan na encourage you to upload an image.

Now this is most likely more vital than you think. Most of the times, 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 website or your social networks 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, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some 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 2 events presently that people can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters 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 simple for your potential leads or for your clients to come in here and book time with you. So 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 add and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an individually meeting or a group conference. Now a group meeting lets several invitees consult with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. But in most cases, most of people are utilizing Calendly for individually meeting.

Let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, 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 simply gon na call this one, Satisfying with Scott, actually easy here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular 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 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 invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have scheduled the consultation. If somebody is considering 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 scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have several occasions that you’re gon na be providing to your users. I’m just gon na state, 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 available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they know 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