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 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.

And what I imply by this, is things beyond simply Calendly visits however things that are happening perhaps in your individual life or other conferences 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.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your company or possibly it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click 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’ve got 2 events presently that individuals can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for individually conference.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, 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, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have available.

And lastly, we can pick a different color. This is extremely useful if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other occasions that I’ve already created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of

Are you a consultant, a freelancer or perhaps you’re just looking 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 need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to allow individuals who are interested in my service and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things began by entering into our menu, into our account when you’ve joined Calendly. And one of 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 truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it also allows Calendly.

to inspect other bookings that you may have going on. And what I mean by this, is things beyond just Calendly visits but things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have chosen up here and you can also define which calendar to include those appointments to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections established properly. Simply 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 publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your good profile image here in addition to your name and perhaps 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 design or some other image that you would like to include here. And lastly, we can click the my link.

You’re gon na wan na put the name of your organization or perhaps it’s your full name. I have actually got 2 occasions currently that people 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 event 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 update, that’s gon na save that choice here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have available.

Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of