We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the very 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 include one or more calendar accounts.

to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can likewise define which calendar to include those appointments to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established properly. Just select include calendar account here and you can verify 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 simply 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 suggest that you put your nice profile picture here along with your name and maybe a welcome message just when they arrive at your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you want to include here. And last but not least, we can click on the my link.

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

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have available.

Now as soon as we struck 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

Are you a consultant, a freelancer or possibly you’re just looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to enable people who are interested in my organization and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account when you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 allows Calendly to book those consultations straight to your calendar but it also allows Calendly.

And what I indicate by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is absolutely 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 motivate you to submit an image.

Now this is most likely more crucial than you think. For the most part, you’re gon na wan na put the name of your company or maybe it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can pick 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 enters into play. Now let’s move on to the events themselves and how can you set up 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. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for individually meeting.

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 say update, that’s gon na conserve that option 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 separate what this occasion is about compared to possibly some of the other occasions that I have offered.

And last but not least, we can choose a different color. This is really helpful if you have several events, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of