Calendly Group Vs One On One – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re just looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a fast and really easy tool to enable people 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. So we’re gon na get things kicked off by entering into our menu, into our account once you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that truly everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those consultations straight to your calendar however it likewise enables Calendly.

to examine other bookings that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to include those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can authenticate with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 upload an image. If this is conferences or visits that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to include here. And last but not least, we can click the my link.

Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your service or maybe 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 site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually 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 occur. I’m gon na click on my link here just to show you where this shows up. So 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 currently that people can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters into play. And now let’s carry on to the occasions themselves and how can you establish one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. Let’s go back 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 events. I’ve got 2 events that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either create an individually meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for individually conference.

Let’s say develop for individually. 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 referral. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, truly easy here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include an area 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 using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the option that you choose, you might have some additional choices waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. So 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 now, it’s just after they’ve reserved the time will this number be exposed. 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 state update, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na neglect especially. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to possibly a few of the other events that I have readily available. And then just listed 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 full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they know what they’re getting.

And last but not least, we can select a different color. This is extremely valuable if you have several occasions, I’m gon na select red in this case so it sticks out from the other events that I’ve already created. 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. By opening this app, you’re gon na see a lot of

Calendly Group Vs One On One – 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 include one or more calendar accounts.

to inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are happening possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to look for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to add those appointments to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established correctly. Simply select include calendar account here and you can confirm with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 submit an image. If this is conferences or consultations that people are going to be scheduling with you, I advise that you put your great profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you would like to add here. And finally, we can click on the my link.

Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your service or possibly 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 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, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here just 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 two occasions currently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s proceed to the events themselves and how can you establish several events so that it’s as simple 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 actually our primary page here on the house screen where you can include and edit existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the bulk 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 give it an event name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, really easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting 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 most cases, depending upon the alternative that you choose, you may have some extra options waiting on you. 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 note their phone number. I require to know who I’m calling or I can select this alternative, my guest should call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. So 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 now, it’s just after they’ve scheduled the time will this number be revealed. In this case, I’m gon na say, 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 conserve that option here. If you have several events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na ignore particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to possibly some of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they understand what they’re getting.

And finally, we can choose a various color. This is very valuable if you have numerous events, I’m gon na choose red in this case so it stands out from the other occasions that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of