Apps Like Calendly – Easy scheduling ahead

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 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 add one or more calendar accounts.

to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can use multiple calendars to look for conflicts more than just the one that you have picked up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just 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 stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click on the my link.

Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your organization or possibly 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 site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. 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 include and edit existing events. I’ve got two events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We’ve got 2 options here, we can either develop an individually conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for individually conference.

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 state update, that’s gon na conserve that choice here. 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 perhaps some of the other occasions that I have available.

Now when we hit 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

Apps Like Calendly – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a fast and really simple tool to enable people who are interested in my business and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account as soon as you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it also permits Calendly.

And what I indicate by this, is things beyond simply Calendly visits however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 motivate you to upload an image.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your business or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to individuals 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 go back to the house screen. I just wan na reveal you where some of those modifications happen. I’m gon na click on my link here simply to reveal 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 currently that individuals can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo comes into 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 easy 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 primary page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. However in most cases, most of people are using Calendly for one-on-one meeting.

Let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting 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 select telephone call in this case. And in most cases, depending on the option that you pick, you may have some additional choices waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve booked the time will this number be exposed. In this case, I’m gon na say, 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 save that option here. If you have multiple occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na neglect specifically. 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 maybe some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they know what they’re getting.

And last but not least, we can pick a various color. This is extremely helpful if you have multiple events, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of