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 one of the first locations that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly visits however things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 simply wan na encourage you to submit an image.

Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your service or maybe it’s your full name. However remember, this is the URL that you are gon na be showing 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 directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to show 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’ve got 2 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 enters 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 prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our main page here on the home screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one meeting.

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 say update, that’s gon na conserve that option here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have offered.

Now when 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

Are you a consultant, a freelancer or perhaps you’re simply trying to find 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 everything you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a really simple and quick tool to permit individuals who have an interest in my service 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 when you have actually 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 since really everything is based around your relationship with Calendly and your calendar. 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 consultations straight to your calendar however it also allows Calendly.

to check other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use several calendars to look for conflicts more than just the one that you have selected up here and you can also specify which calendar to add those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can validate 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 simply wan na motivate you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you want 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 company or perhaps it’s your full name. I’ve got 2 events 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 state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative 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 event is about compared to possibly some of the other occasions that I have readily available.

And last but not least, we can pick a various color. This is really helpful if you have several occasions, I’m gon na select red in this case 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 individuals book this occasion. So by opening this app, you’re gon na see a lot of