Are you an expert, a freelancer or maybe you’re simply trying to find more leads and permitting individuals 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 utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to enable individuals who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 because 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 include one or more calendar accounts. This not just permits Calendly to book those visits directly to your calendar however it also permits Calendly.

And what I indicate by this, is things beyond just Calendly consultations but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 encourage you to upload an image.

You’re gon na wan na put the name of your organization or maybe it’s your full name. I’ve got two occasions presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-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 provide 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 perhaps some of the other events that I have readily available.

Now once 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 as soon as 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.

to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise define which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can validate 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 conferences or appointments that people are going to be scheduling with you, I advise that you put your great profile photo here in addition to your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to include here. And last but not least, we can click the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your organization 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 link from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals 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 offer their phone number. I’m gon na state update, that’s gon na save that alternative here. I’m just gon na state, 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 readily available.

And finally, we can select a different color. This is extremely helpful if you have multiple occasions, I’m gon na pick red in this case just so it sticks out from the other events that I have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of