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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I imply by this, is things beyond just Calendly consultations but things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 vital than you believe. Most of the times, you’re gon na wan na put the name of your service or perhaps it’s your complete 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 site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes happen. I’m gon na click on my link here just 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 and that welcome message. I have actually got 2 occasions currently that individuals can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo comes into 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 simple 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 actually our primary page here on the house screen where you can include and edit existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually meeting.

So let’s say create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the choice that you choose, you might have some additional choices waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled 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 booked the time will this number be exposed. 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 state upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na ignore particularly. 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 event is about compared to maybe some of the other occasions that I have available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but 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 an expert, a freelancer or perhaps you’re simply trying to find more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a very simple and fast tool to permit 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. So 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 want to go to calendar connections due to the fact that really everything 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 add one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it likewise permits Calendly.

And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your personal 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 remain 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.

You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got two events 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 choose that new occasion type, which is gon na open up a new screen.

So let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, 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, really simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the alternative that you pick, you might have some additional alternatives waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual 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 guest 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 till they have actually booked the visit. If someone is considering scheduling 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 scheduled 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 provide their phone 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 specifically if you have multiple occasions 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 occasion has to do with compared to possibly some of the other occasions that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly 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 once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they know what they’re getting also.

And lastly, we can pick a different color. This is very handy if you have several occasions, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of