Calendly And Squarespace – 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 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 include one or more calendar accounts.

And what I mean by this, is things beyond simply Calendly appointments however things that are taking place maybe in your individual life or other conferences 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 stay 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 probably more crucial than you believe. Most of the times, you’re gon na wan na put the name of your company 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 website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes take place. I’m gon na click on my link here just to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s carry on to the occasions themselves and how can you establish several events so that it’s as easy for your prospective 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 truly our main page here on the house screen where you can include and edit existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that brand-new event 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 meeting lets multiple guests consult with you at a single time. This may be terrific for a teacher 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 one-on-one meeting.

Let’s state create for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly easy here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a face to face conference, a phone 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 choose telephone call in this case. And in a lot of cases, depending on the alternative that you select, you may have some additional options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this option, my guest should call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have booked the appointment. If someone is considering 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 scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have numerous occasions that you’re gon na be using to your users. I’m just gon na say, 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 then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company 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 specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they know what they’re getting.

And finally, we can choose a different color. This is extremely valuable if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of

Calendly And Squarespace – 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 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 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 appointments but things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to look for disputes more than simply the one that you have actually selected up here and you can also define which calendar to include those visits to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections established correctly. Just select add 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 motivate you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you would like to add here. And last but not least, we can click the my link.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or maybe it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks 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 have actually been finished with your account settings, let’s go back to the house screen. I just 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 initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes 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 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 truly our primary page here on the house screen where you can add and edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for one-on-one meeting.

So let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as utilizing 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 in a lot of cases, depending on the alternative that you select, you might have some additional choices awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require 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 alternative, my guest should call me. In this case, I can add my preferred phone 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 thinking about 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 just after they have actually scheduled 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 provide their phone number. I’m gon na state update, that’s gon na save that option here. Down listed below we can add a description which is something you do not wan na ignore especially if you have multiple events that you’re gon na be offering to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events that I have readily available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they know what they’re getting as well.

Now as soon as 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