Are you a consultant, a freelancer or possibly you’re just looking for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hi 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 fast and extremely easy tool to permit people who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account when you have actually registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar but it also permits 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 occurring perhaps 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 several calendars to check for disputes more than just the one that you have selected up here and you can also define which calendar to add those appointments to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Simply 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 stick 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 visits that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you wish to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I have actually got two events presently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select 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 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 alternative here. I’m simply gon na state, 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 available.
And lastly, we can pick a different color. This is really handy if you have numerous occasions, I’m gon na select red in this case so it stands out from the other events that I’ve currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of