Are you a specialist, a freelancer or perhaps you’re just searching for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a very simple and fast tool to enable individuals who have an interest in my business and in my work to book time with me. So 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 as soon as 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 wish to go to calendar connections since actually 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 sure that you add one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar but it also allows Calendly.

And what I indicate by this, is things beyond simply Calendly appointments however things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain 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.

You’re gon na wan na put the name of your business or perhaps it’s your full name. I’ve got two occasions presently that individuals can select from and when they click on one of those occasions, 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 guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have offered.

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

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 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 add one or more calendar accounts.

to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply 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 simply wan na encourage you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile picture here along with 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 business logo design or some other image that you would like to include here. And last but not least, we can click on the my link.

Now this is most likely more important than you believe. Most of the times, you’re gon na wan na put the name of your organization or maybe it’s your full name. But 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that people can choose from and when they click on one of those occasions, 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 occasions themselves and how can you set up one or more events so that it’s as simple for your prospective 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 house screen where you can add and modify existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, the majority of people are utilizing Calendly for individually conference.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have offered.

And last but not least, we can select a various color. This is really handy if you have multiple events, I’m gon na select red in this case just so it sticks out from the other events that I have actually already created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of