Activecampaign Calendly – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when 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 may have going on. And what I imply by this, is things beyond simply Calendly visits but things that are occurring possibly 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 disputes. You can use multiple calendars to check for conflicts more than simply the one that you have picked up here and you can likewise define which calendar to include those consultations to. 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 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. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your great profile picture here together with your name and possibly a welcome message just when they arrive on your start page. Next action, you likewise 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.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your service or maybe it’s your complete name. But 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 networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those modifications occur. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can pick 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 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 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 primary 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 produce a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an individually conference or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for individually conference.

So let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to add an area 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 maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the choice that you choose, you may have some extra alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my invitee should 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 display this number up 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 phone number or my dial in number right away, it’s just after they have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na overlook especially if you have several occasions that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to maybe some of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they know what they’re getting as well.

And finally, we can choose a various color. This is very valuable if you have multiple events, I’m gon na choose red in this case just so it stands out from the other events that I’ve already developed. Now when 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. So by opening this app, you’re gon na see a lot of

Activecampaign Calendly – Easy scheduling ahead

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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm with any calendar service including 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 just wan na encourage you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your good profile picture here together with your name and perhaps a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to add here. And finally, 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 events currently that people can select from and when they click on one of those events, 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.

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. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the option that you select, you might have some additional choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually scheduled the consultation. If somebody is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they have actually reserved the time will this number be revealed. 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 state update, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have multiple occasions that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they know what they’re getting.

And lastly, we can choose a different color. This is extremely useful if you have several occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve already created. Now when we hit 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. By opening this app, you’re gon na see a lot of