Calendly Download To Excel – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a really simple and quick tool to enable individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because really 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 just enables Calendly to book those visits straight to your calendar however it likewise permits Calendly.

to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly appointments however things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to add those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select 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 just wan na encourage you to submit an image. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your business logo or some other image that you want to add here. And last but not least, we can click the my link.

Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your organization or perhaps 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 link from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve 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 take place. I’m gon na click on my link here simply to reveal you where this shows up. This is the initial landing page where individuals 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 among those occasions, they are also gon na see my branding here. This is where the logo enters into play. But now let’s proceed to the events themselves and how can you set up several events 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 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 but let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets several guests meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for one-on-one meeting.

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 state update, that’s gon na save that alternative here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have offered.

And lastly, we can choose a different color. This is really valuable if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other occasions that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of

Calendly Download To Excel – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account as soon as 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

And what I indicate 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 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 encourage you to submit 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 2 occasions presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a brand-new screen.

So let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion 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. I’m just gon na call this one, Satisfying with Scott, truly simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add a location 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 meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the option that you choose, you might have some additional choices waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this option, my invitee must call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the visit. If somebody 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’ve scheduled the time will this number be revealed. 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 say upgrade, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na overlook especially. 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 distinguish what this event has to do with compared to perhaps some of the other occasions that I have readily available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your service 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 different URL. So in this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting.

And last but not least, we can select a different color. This is very practical if you have several events, I’m gon na choose red in this case so it stands apart from the other events that I’ve already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of