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 check other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits however things that are happening possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to look for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to add those visits to. This is absolutely gon na be your very first stop to make sure 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to include here. And lastly, we can click the my link.

You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got 2 occasions presently 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 choose that brand-new event type, which is gon na open up a brand-new screen.

So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, actually simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the choice that you choose, you may have some additional alternatives waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can select this choice, my guest should call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have reserved the visit. So if somebody is considering 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 scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can include a description which is something you do not wan na ignore specifically if you have multiple 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 event is about compared to perhaps a few of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business 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 particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they understand what they’re getting.

Now when we struck 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

Are you a specialist, a freelancer or maybe you’re simply looking for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a really simple and fast tool to enable people who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by going into our menu, into our account as soon as you’ve joined Calendly. And one of 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 due to the fact that really 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 visits straight to your calendar but it likewise enables Calendly.

And what I indicate 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 absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 upload an image.

Now this is probably more important than you believe. You’re gon na wan na put the name of your service or possibly it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications happen. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where people 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 among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. But now let’s carry on to the events themselves and how can you establish several occasions 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 return to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually conference or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for one-on-one conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that option here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other events that I have offered.

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

Are you a specialist, a freelancer or maybe you’re simply looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to enable people who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as 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 due to the fact that truly 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 include one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it likewise allows Calendly.

to inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Simply select include 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 consultations that individuals are going to be scheduling with you, I suggest that you put your great profile picture here in addition to your name and maybe a welcome message just when they arrive at your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you wish to add here. And last but not least, we can click on the my link.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes take place. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that individuals can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your customers 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 primary page here on the house screen where you can add and modify existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. However in many cases, most of people are utilizing Calendly for one-on-one meeting.

So let’s say develop 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 referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can tell our users upfront, is this an in person meeting, 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 pick call in this case. And oftentimes, depending upon the choice that you choose, you might have some extra alternatives waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have scheduled 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 only after they’ve reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na say upgrade, that’s gon na save that option here. Down below we can add a description which is something you do not wan na overlook particularly if you have multiple events that you’re gon na be providing to your users. 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 is about compared to possibly 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 name or your business name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine however also if I simply paste this link and copy, they know what they’re getting.

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