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 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.

to inspect other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can use multiple calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to include those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm 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 conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile image here in addition to your name and perhaps a welcome message simply when they arrive on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo 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. You’re gon na wan na put the name of your business or maybe it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to people straight 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 some of those changes happen. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that people can choose from and when they click among those occasions, 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 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. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing events. I’ve got two occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group meeting. Now a group meeting lets multiple guests meet 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. In many cases, the bulk of people are utilizing Calendly for one-on-one meeting.

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 upgrade, that’s gon na save that option here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have available.

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

Are you a consultant, a freelancer or maybe you’re simply looking for more leads and permitting individuals to easily and expertly 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 everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to allow individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things begun. 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. Since actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just allows Calendly to book those consultations straight to your calendar but it likewise enables Calendly.

And what I imply by this, is things beyond just Calendly appointments however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is absolutely 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 publish an image.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or possibly it’s your full name. 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 media accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when 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 changes take place. I’m gon na click on my link here simply to show 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 two occasions currently that people can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s proceed to the events themselves and how can you set up several events so that it’s as easy for your potential 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 really our main page here on the home screen where you can include and modify existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and develop a new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for one-on-one conference.

So let’s state produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just 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, Consulting with Scott, actually simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the choice that you choose, you might have some additional options waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require 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 add my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they’ve booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na overlook specifically if you have multiple occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to possibly a few of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they know what they’re getting.

And finally, we can pick a various color. This is really valuable 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 already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of