Are you an expert, a freelancer or maybe you’re simply looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a really simple and quick tool to permit people who have an interest in my company 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 started by entering into our menu, into our account once you have actually registered 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 since really everything 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 allows Calendly to book those consultations directly to your calendar however it likewise permits Calendly.

And what I mean by this, is things beyond just Calendly visits but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is certainly 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 publish an image.

You’re gon na wan na put the name of your company or perhaps it’s your full name. I have actually got 2 occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that option here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly 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 event. By opening this app, you’re gon na see a lot of

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 first places 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 add one or more calendar accounts.

to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are occurring perhaps 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 disputes. You can use numerous calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to add those appointments to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established properly. Just select include calendar account here and you can validate 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 simply wan na motivate you to publish an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your start 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 wish to include here. And finally, we can click on the my link.

Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your company or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website 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 simply wan na reveal you where some of those changes happen. I’m gon na click on my link here just to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you establish one or more occasions so that it’s as simple for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got two options here, we can either develop an individually conference or a group conference. Now a group conference lets several invitees consult with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one meeting.

In this case, I’m gon na say, 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 conserve that option here. I’m just gon na say, this is a meeting 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 readily available.

And finally, we can pick a different color. This is extremely useful if you have numerous occasions, I’m gon na select red in this case just so it stands out from the other events that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of