We’re gon na get things kicked off by going into our menu, into our account once 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are taking place possibly in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to look for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 submit an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to include here. And lastly, we can click the my link.

Now this is probably more vital than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. 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 media 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, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal 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 two events currently that individuals can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters play. And now let’s carry on to the events themselves and how can you establish several occasions 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 primary page here on the home screen where you can add and modify existing occasions. 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 select that brand-new event type, which is gon na open 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 meeting lets several guests meet you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually conference.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that choice here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have available.

Now once 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

Are you a consultant, a freelancer or perhaps you’re just searching for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a really simple and quick tool to permit individuals who have an interest in my company 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 going into our menu, into our account as soon as you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually 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 allows Calendly.

to examine other bookings that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are taking place perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for disputes. You can utilize numerous calendars to look for disputes more than simply the one that you have actually picked up here and you can likewise specify which calendar to add those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. 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. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your great profile image here along with your name and maybe a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you want to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your business or perhaps it’s your full name. I’ve 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 new event type, which is gon na open up a new screen.

Let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second action is to include a place and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the choice that you select, you might have some extra choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this alternative, my guest should call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually booked the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve booked the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their telephone number. I’m gon na say update, that’s gon na conserve 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 overlook specifically. I’m just gon na say, 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 perhaps some of the other events that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting.

And lastly, we can pick a various color. This is very valuable if you have multiple events, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually currently produced. Now once 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. By opening this app, you’re gon na see a lot of