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 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 bookings that you may have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise specify which calendar to add those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate 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 motivate you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to include here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your company or perhaps it’s your full name. I have actually got 2 occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.

So let’s say develop for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, 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 pick, you may have some extra choices awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the consultation. 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 right now, it’s just after they’ve reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have numerous events that you’re gon na be offering to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to possibly a few of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your service name or maybe your complete 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 try make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify 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 very practical if you have several events, I’m gon na choose red in this case so it stands apart from the other events that I’ve already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. 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 allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a fast and really simple tool to allow people who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account when you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just permits Calendly to book those visits straight to your calendar however it likewise allows Calendly.

to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to add those visits to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up properly. Simply select add calendar account here and you can authenticate 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 simply wan na motivate you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And lastly, we can click the my link.

Now this is most likely more vital than you believe. For the most part, you’re gon na wan na put the name of your organization or perhaps it’s your full 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 media accounts or you can simply copy and paste this and give it to people 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 reveal you where some of those changes occur. I’m gon na click my link here simply to reveal you where this appears. 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 2 events currently that people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s carry on to the occasions themselves and how can you establish 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 go back to our menu within our account screen here. And this is actually our primary page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We have actually got two choices here, we can either create an individually conference or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, the majority of individuals are utilizing Calendly for one-on-one 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 say upgrade, that’s gon na save that option here. 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 possibly some of the other occasions that I have offered.

And last but not least, we can choose a various color. This is very helpful if you have numerous occasions, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of