Calendly And Zoom – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a extremely simple and quick tool to permit people who are interested in my company 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 when you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar however it also enables Calendly.

And what I suggest by this, is things beyond simply Calendly visits however things that are happening perhaps 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 correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image.

You’re gon na wan na put the name of your service or maybe it’s your complete name. I have actually got two occasions currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.

So let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly easy here. So I can determine, oop, Meeting 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 a personally meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the option that you pick, you might have some additional choices waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their contact number. I require to know who I’m calling or I can select this option, my guest should call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have booked the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve 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 provide their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down below we can include a description which is something you do not wan na overlook particularly if you have numerous occasions that you’re gon na be using to your users. So 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 possibly some of the other occasions that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I simply 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 And Zoom – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the 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 include one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly appointments but things that are occurring maybe in your personal life or other conferences 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate 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 maybe it’s your full name. But keep in mind, 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 just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those changes take place. 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 2 occasions presently that individuals can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters into play. Today let’s move on to the occasions themselves and how can you establish several events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the house screen where you can add and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an individually conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for individually meeting.

So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually easy here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this a personally 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-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the alternative that you select, you may have some additional choices awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. 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 have actually booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na neglect especially. 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 maybe some of the other occasions that I have 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 perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but also if I just paste this link and copy, they know what they’re getting.

And last but not least, we can choose a different color. This is extremely valuable if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually currently developed. Now once 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