Calendly For Sales – 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 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 indicate by this, is things beyond simply Calendly visits however things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 submit an image.

You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got two 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 new occasion type, which is gon na open up a new screen.

So let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to add a place and you can see we can tell 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 possibly something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the option that you select, you might have some extra alternatives awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the visit. If someone 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 reserved the time will this number be exposed. But 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 option here. If you have several events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na ignore specifically. 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 is about compared to maybe some of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly 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 again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting too.

Now once we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of

Calendly For Sales – 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 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 add one or more calendar accounts.

And what I indicate by this, is things beyond simply Calendly consultations 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 very 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.

Now this is probably more vital than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. But remember, 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 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, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some 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 individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters into 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 prospective 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 really our primary page here on the house screen where you can include and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an individually meeting or a group conference. Now a group meeting lets several invitees meet with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for individually meeting.

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 save that alternative here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available.

And lastly, we can pick a different color. This is really valuable if you have several occasions, I’m gon na select red in this case just so it stands out from the other occasions that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of