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 very 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 include one or more calendar accounts.

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 definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain 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 organization or perhaps it’s your full name. I’ve got two occasions presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.

So let’s say create for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some extra options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need 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 option, my invitee should call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have booked the visit. 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 just after they’ve 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 update, that’s gon na conserve that option here. If you have numerous occasions 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 overlook especially. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to possibly a few of the other events that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps 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.

Now once we hit 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 possibly you’re just trying to find more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a really easy and fast tool to permit people who are interested in my business 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 started by going into our menu, into our account when you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since truly everything 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 include several calendar accounts. This not just permits Calendly to book those visits straight to your calendar however it also permits Calendly.

to inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly visits however things that are happening possibly in your personal life or other conferences 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 conflicts more than simply the one that you have picked up here and you can also define which calendar to include those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select 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 simply wan na motivate you to submit an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your good profile image 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 quick stop at the branding page to add your business logo or some other image that you would like to add here. And lastly, we can click the my link.

Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or possibly it’s your full name. But remember, 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 just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click on my link here simply 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 have actually got two events currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as simple 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 truly our main page here on the home screen where you can include and modify existing events. I have actually got 2 events that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an individually conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, most of individuals are using Calendly for individually conference.

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 say update, that’s gon na conserve that choice here. 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 maybe some of the other occasions that I have offered.

And last but not least, we can pick a different color. This is very practical if you have several events, I’m gon na choose red in this case so it stands out from the other occasions that I have actually already developed. 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. By opening this app, you’re gon na see a lot of