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 one of the very 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 reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use multiple calendars to check for conflicts more than just the one that you have actually picked up here and you can also specify 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. Just 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 simply wan na motivate you to upload an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and perhaps a welcome message just when they arrive at your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to add here. And last but not least, we can click on the my link.

Now this is probably more vital than you believe. In most cases, you’re gon na wan na put the name of your company or possibly it’s your complete name. But 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 networks accounts or you can simply copy and paste this and give it to people straight 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 home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters into play. 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 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 actually our main page here on the house screen where you can include and modify existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that 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 meeting or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for individually 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. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the option that you select, you may have some extra choices waiting for you. For example, 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 contact number. I require to know who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. So if someone is thinking about scheduling 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 revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their telephone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na ignore specifically if you have numerous occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to maybe some of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company 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 separate URL. So in this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they understand what they’re getting.

And finally, we can select a various color. This is extremely helpful if you have several occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of

Are you a specialist, a freelancer or maybe you’re simply looking for more leads and allowing individuals to quickly 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 Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and extremely simple tool to permit 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 started by going into our menu, into our account once you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually whatever is based around your relationship with Calendly and your calendar, and we desire 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 visits straight to your calendar but it also permits Calendly.

And what I indicate by this, is things beyond simply Calendly consultations but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your very 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 submit an image.

You’re gon na wan na put the name of your company or maybe it’s your full name. I have actually got two occasions presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion 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 provide it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, really easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing conference 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 phone call in this case. And in a lot of cases, depending on the choice that you choose, 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 require the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. If somebody is considering 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 exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na state update, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na overlook specifically if you have multiple events that you’re gon na be using to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to perhaps some of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they know what they’re getting also.

Now when 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