Are you a specialist, a freelancer or maybe you’re just trying to find more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to enable people who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. 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 among the top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The 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 appointments straight to your calendar however it also allows Calendly.
to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are occurring perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts more than just the one that you have selected up here and you can likewise define which calendar to add those appointments to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections established properly. Just choose add calendar account here and you can authenticate 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 encourage you to upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your good profile picture here along with your name and possibly 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 last but not least, we can click the my link.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got 2 occasions presently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-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 invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. I’m simply gon na say, 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 possibly some of the other events that I have available.
And last but not least, we can select a various color. This is really helpful if you have several occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually currently produced. Now when we struck 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. So by opening this app, you’re gon na see a lot of