Are you a consultant, a freelancer or perhaps you’re simply trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a extremely simple and fast tool to allow people who have an interest in my company and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when 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. 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 add one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it likewise permits Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly appointments but things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to look for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can verify with any calendar service consisting of 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 encourage you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you would like to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your organization or maybe it’s your full name. I have actually got 2 events currently that individuals 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 brand-new occasion type, which is gon na open up a brand-new screen.
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 update, that’s gon na conserve that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other occasions that I have readily available.
And finally, we can pick a various color. This is extremely handy if you have several events, I’m gon na select red in this case just so it stands out from the other events that I’ve already created. Now when 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. By opening this app, you’re gon na see a lot of