Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a quick and extremely simple tool to allow individuals who have an interest in my organization and in my work to book time with me. 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 once you have actually 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 really 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 just enables Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond just Calendly visits however things that are happening maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to look for disputes more than just the one that you have actually picked up here and you can likewise specify which calendar to add those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can confirm with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you would like to add here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I have actually got 2 occasions currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. I’m simply gon na state, this is a conference 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.
And last but not least, we can select a various color. This is very helpful if you have several events, I’m gon na choose red in this case just so it sticks out from the other events that I’ve already produced. Now when we struck 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. By opening this app, you’re gon na see a lot of