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 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 indicate by this, is things beyond simply Calendly consultations but things that are occurring maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections established properly. Simply select add calendar account here and you can verify 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 encourage you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your start 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 would like to add here. And lastly, we can click the my link.

You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got two occasions currently 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 new occasion type, which is gon na open up a new screen.

Let’s say create for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe 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 on the alternative that you choose, you may have some additional alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. So if someone is considering booking 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 have actually booked the time will this number be revealed. In this case, I’m gon na say, 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 conserve that choice here. Down listed below we can include a description which is something you don’t wan na neglect especially if you have multiple events that you’re gon na be providing to your users. I’m simply 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 perhaps some of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or maybe your full name to get them to your primary 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 particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple 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 different color. This is very practical if you have several events, I’m gon na select red in this case just so it sticks out from the other events that I’ve currently 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 permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a very simple and quick tool to permit people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up 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 actually whatever is based around your relationship with Calendly and your calendar. 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 appointments directly to your calendar but it also allows Calendly.

And what I imply by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly 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 just wan na motivate you to submit an image.

Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your business or maybe 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 website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those changes happen. I’m gon na click on my link here simply 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’ve got 2 occasions currently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s move on to the occasions themselves and how can you set up several occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s return 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 occasions. I’ve 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 new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an individually conference or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one conference.

Let’s say create for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply 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 Scott, actually basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the option that you select, you might have some additional options awaiting you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their contact number. I require to understand who I’m calling or I can select this option, my guest 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 show this number till they have booked the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down listed below we can include a description which is something you don’t wan na overlook particularly if you have several events that you’re gon na be offering to your users. 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 maybe some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once 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 simple for me to recognize but also if I simply paste this link and copy, they know what they’re getting also.

And last but not least, we can pick a different color. This is very useful if you have multiple events, I’m gon na pick red in this case so it stands out from the other occasions that I have actually currently developed. Now when 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. So by opening this app, you’re gon na see a lot of