Calendly Account Types – 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.

And what I suggest by this, is things beyond simply Calendly consultations however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 submit an image.

You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got 2 occasions presently that people can select from and when they click on one of those occasions, 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.

So let’s say produce for one-on-one. 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. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, 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 alternative that you pick, you might have some additional choices waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I need to understand who I’m calling or I can choose this option, my invitee must call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number until they have actually scheduled the appointment. 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’ve scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they understand what they’re getting as well.

And last but not least, we can pick a different color. This is very useful if you have numerous events, I’m gon na select red in this case just so it stands out from the other occasions that I have actually currently developed. Now once 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. So by opening this app, you’re gon na see a lot of

Calendly Account Types – Easy scheduling ahead

Are you an expert, a freelancer or possibly you’re simply searching for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a fast and really simple tool to allow 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 begun. 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 top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since truly everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it likewise allows Calendly.

to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to include those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can verify 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 encourage you to publish an image. If this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like to add here. And finally, we can click on the my link.

Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your company 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 connect from your site or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click on my link here simply to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently 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 enters into 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 easy for your potential 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 truly our primary page here on the house screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an individually conference or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. But for the most part, the majority of individuals are using Calendly for one-on-one conference.

Let’s say develop for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second action is to include an area and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the option that you pick, you might have some additional options waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their contact number. I need to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have booked the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na overlook particularly. I’m just 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 possibly some of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your full name to get them to your primary Calendly page however 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. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they understand what they’re getting.

And lastly, we can choose a various color. This is extremely practical if you have numerous occasions, I’m gon na choose red in this case so it sticks out from the other events that I’ve already created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of