About Calendly – Easy scheduling ahead

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 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 add one or more calendar accounts.

to inspect other bookings that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can utilize multiple calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 simply wan na encourage you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I advise that you put your nice profile picture here together with your name and perhaps a welcome message simply when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your organization or perhaps it’s your full name. I have actually got 2 occasions presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.

So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the alternative that you choose, you may have some additional options awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous events that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na neglect particularly. 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 event is about compared to possibly some of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they know what they’re getting.

Now once we hit 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

About Calendly – Easy scheduling ahead

Are you a specialist, a freelancer or maybe you’re simply searching 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 whatever you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a quick and extremely simple tool to permit individuals who are interested in my service and in my work to book time with me. 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. Because truly whatever is based around your relationship with Calendly and your calendar, and we want 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 only allows Calendly to book those appointments straight to your calendar however it also allows Calendly.

And what I indicate by this, is things beyond just Calendly visits however things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 publish an image.

Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes happen. I’m gon na click on my link here just to show you where this shows up. So 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 events presently that people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. But now let’s carry on to the events themselves and how can you establish several occasions so that it’s as easy for your potential leads or for your clients 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 actually our main page here on the house screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, most of people are using Calendly for one-on-one conference.

Let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the option that you choose, you may have some additional options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this option, my invitee needs to call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to show this number until they have actually booked the visit. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na say update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na neglect especially if you have several occasions that you’re gon na be providing to your users. So I’m simply 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 maybe some of the other occasions that I have readily available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they know what they’re getting.

And lastly, we can select a various color. This is really useful if you have multiple events, I’m gon na select red in this case just so it stands out from the other events that I’ve already created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of