We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the first places 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 examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are happening maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for disputes. You can use numerous calendars to look for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can verify 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 submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and possibly a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you want to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your organization or perhaps it’s your full name. I have actually got 2 occasions presently that people can choose from and when they click on one of those occasions, 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.

So let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the alternative that you select, you may have some additional options waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the appointment. So 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 only after they have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their contact number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na ignore specifically. So 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 event is about compared to maybe some of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business 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 attempt make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I simply paste this link and copy, they know what they’re getting.

And last but not least, we can pick a various color. This is extremely handy if you have multiple occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So 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 permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a fast and very simple tool to enable individuals who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things begun. 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 among the first places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just allows Calendly to book those consultations directly to your calendar but it likewise allows Calendly.

And what I imply by this, is things beyond simply Calendly consultations however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate 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 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications occur. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where people 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 among those events, 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 occasions so that it’s as simple 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 primary page here on the house screen where you can include and edit existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got 2 options here, we can either create an individually meeting or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of people are utilizing Calendly for individually meeting.

In this case, I’m gon na state, I will call my guests ’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. I’m just 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 possibly some of the other events that I have readily available.

And last but not least, we can select a different color. This is very helpful if you have several events, I’m gon na choose red in this case so it stands apart from the other events that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of