Calendly Account Options – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a extremely simple and fast tool to enable people who are interested in my organization and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because really everything 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 make sure that you include several calendar accounts. This not just permits Calendly to book those visits directly to your calendar but it also allows Calendly.

And what I mean by this, is things beyond just Calendly visits but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is definitely 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 most likely more vital than you believe. Most of the times, you’re gon na wan na put the name of your organization or perhaps it’s your complete name. Remember, 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 networks accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this shows up. So 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 two events presently that people 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. Today let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your potential 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 really our primary page here on the home screen where you can include and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an individually meeting or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for individually meeting.

So let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, actually simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending upon the alternative that you choose, you might have some additional alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have reserved the visit. 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’ve scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can add a description which is something you do not wan na ignore especially if you have numerous events that you’re gon na be using 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 differentiate what this event has to do with compared to possibly a few of the other occasions that I have offered. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they understand what they’re getting too.

Now when we struck 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

Calendly Account Options – 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 check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize multiple calendars to check for conflicts more than just the one that you have picked up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections established properly. Just choose include calendar account here and you can authenticate 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 simply wan na motivate you to submit an image. So if this is conferences or appointments that people are going to be scheduling with you, I advise that you put your good profile photo here together with your name and perhaps a welcome message simply when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you wish to include here. And last but not least, we can click on the my link.

Now this is probably more important than you think. 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 link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight 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 show you where some of those changes occur. I’m gon na click on my link here simply to show 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 occasions currently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters 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 potential 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 really our primary page here on the home screen where you can include and edit existing events. I have actually got two occasions that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets several guests meet 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 most of the times, most of individuals are utilizing Calendly for one-on-one conference.

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. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have offered.

And last but not least, we can choose a various color. This is very valuable if you have multiple occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of