Are you an expert, a freelancer or perhaps you’re simply searching for more leads and enabling 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 use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a quick and very easy tool to allow individuals who are interested in my business and in my work to book time with me. I wan na reveal 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 one of the first places that you’re gon na wan na go is up here to your account. Since really everything is based around your relationship with Calendly and your calendar, and we want 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 just enables Calendly to book those visits straight to your calendar however it likewise permits Calendly.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are taking place 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 check for disputes more than simply the one that you have picked up here and you can likewise specify which calendar to include those visits 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 confirm 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. So if this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add 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.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got 2 events currently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select 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 guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have readily available.
And last but not least, we can choose a various color. This is extremely useful if you have several occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of