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 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 bookings that you might have going on. And what I mean by this, is things beyond just Calendly appointments however things that are taking place possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can also look for conflicts. You can utilize several calendars to check for disputes more than just the one that you have selected up here and you can also define which calendar to include those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can confirm 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 simply wan na encourage you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you wish to include here. And lastly, we can click on the my link.

Now this is probably more important than you believe. In many cases, 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 connect from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on 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 simply wan na show you where some of those modifications happen. I’m gon na click on 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 pick from and when they click on among those occasions, they are likewise 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 events so that it’s as easy for your potential 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 actually our primary page here on the home screen where you can add and modify existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and create a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets multiple guests consult with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for individually meeting.

Let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting 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 pick telephone call in this case. And oftentimes, depending on the alternative that you pick, you might have some extra alternatives waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their telephone number. I need to understand who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. So if someone is considering reserving 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 provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have several occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your service 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 separate URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting.

Now as soon as 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 an expert, a freelancer or perhaps you’re simply looking 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 need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a extremely easy and quick tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na reveal 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 one of the top places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 just enables Calendly to book those visits straight to your calendar however it likewise allows Calendly.

And what I suggest by this, is things beyond just Calendly visits however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 encourage you to publish an image.

Now this is most likely more important than you think. You’re gon na wan na put the name of your business or maybe it’s your complete name. But keep in mind, 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 simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those changes happen. 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 and that welcome message. I have actually got two events currently that people can choose from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters play. And 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 really our primary page here on the house screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets several invitees consult with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing Calendly for one-on-one meeting.

So let’s state produce for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your reference. 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, Meeting Scott, actually easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the alternative that you select, you may have some extra choices waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their telephone number. I need to understand who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually scheduled the consultation. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they have actually reserved 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 offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na ignore specifically if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have offered. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, 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 understand what they’re getting.

And lastly, we can pick a different color. This is very practical if you have numerous events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently created. Now as soon as we hit 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