Calendly Google Calendar Wrong Thing – Easy scheduling ahead

Are you a specialist, a freelancer or maybe you’re just searching for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a quick and really easy tool to allow individuals who are interested in my organization and in my work to book time with me. 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 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. And we wish to go to calendar connections because truly whatever 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 permits Calendly to book those appointments straight to your calendar but it also permits Calendly.

And what I mean by this, is things beyond simply Calendly consultations but things that are occurring maybe 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 properly. 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 encourage you to upload an image.

Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your service 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 link from your website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here just to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that people can pick 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. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective 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 include and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na choose that new event type, which is gon na open up a new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. But in most cases, most of people are utilizing Calendly for one-on-one conference.

Let’s state produce for one-on-one. 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 simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really easy here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the option that you choose, you may have some additional options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this alternative, my invitee should call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the appointment. So if somebody is considering scheduling 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 booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have several occasions that you’re gon na be providing to your users. So I’m simply 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 perhaps some of the other events that I have available. And then just 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 different URL. So in this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they understand what they’re getting too.

Now as soon as we hit 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 Google Calendar Wrong Thing – 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 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.

to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to check for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can validate with any calendar service consisting of 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. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your nice profile picture here together with your name and possibly a welcome message just when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you would like to include here. And lastly, we can click the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. Keep in mind, 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 simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes occur. I’m gon na click on my link here just 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 two occasions presently that individuals can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s move on to the events themselves and how can you establish one or more events so that it’s as easy for your prospective 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 home screen where you can include and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. However most of the times, most of people are utilizing Calendly for one-on-one meeting.

So let’s say create for individually. On this screen, the first thing that we need to do is give 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 individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the choice that you pick, you might have some additional options waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their telephone number. I need to know who I’m calling or I can pick this option, my invitee 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 till they have actually scheduled the consultation. If someone is thinking about reserving 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 state, I will call my guests ’cause I’m gon na ask to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na neglect specifically if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference 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 occasions that I have offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your primary Calendly page but 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 specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they know what they’re getting as well.

Now when 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