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 first places 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 add one or more calendar accounts.

to check other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have actually picked up here and you can also define which calendar to add those visits to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections established properly. Simply choose add calendar account here and you can validate 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 encourage you to submit an image. So 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 together with your name and maybe a welcome message just when they arrive on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to add here. And finally, we can click the my link.

Now this is most likely more important than you believe. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to individuals 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 reveal you where some of those changes take place. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters 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 easy for your prospective 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 actually our main page here on the house screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We have actually got two choices here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of people are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. I’m simply gon na say, this is a meeting 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 lastly, we can select a different color. This is really practical if you have several events, I’m gon na select red in this case so it sticks out from the other events 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. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of

Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a fast and very simple tool to permit people who have an interest 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 have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because truly whatever is based around your relationship with Calendly and your calendar. 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 only enables Calendly to book those appointments straight to your calendar however it also permits Calendly.

And what I indicate by this, is things beyond simply Calendly appointments however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 publish an image.

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

So let’s say develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, 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 just gon na call this one, Meeting with Scott, truly simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform 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 maybe something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the option that you select, you may have some extra options waiting for you. For instance, do I wan na choose if I will call my invitee 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 invitee should call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the consultation. If somebody is thinking about reserving 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 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 guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, 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 particularly if you have several events that you’re gon na be using to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly a few of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. Perhaps 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 understand what they’re getting.

And finally, we can select a different color. This is extremely useful 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 when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of