Calendly Kristin Hiemstra – 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 first locations 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 inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly consultations but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can also look for conflicts. You can utilize multiple calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise specify which calendar to add those appointments to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections established correctly. Just select include calendar account here and you can verify 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 meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you would like to include here. And last but not least, we can click on the my link.

Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your company or perhaps it’s your full name. 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 just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up 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 really our main page here on the home screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group meeting. Now a group meeting lets multiple 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. In a lot of cases, the majority of people are using Calendly for one-on-one conference.

So let’s state develop for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person conference, a telephone 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 listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the alternative that you select, you may have some extra choices awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their contact number. I need to understand who I’m calling or I can select this option, my guest must call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have scheduled the appointment. So 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. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can include a description which is something you do not wan na overlook particularly if you have numerous events that you’re gon na be offering to your users. 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 distinguish what this event has to do with compared to maybe some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they understand what they’re getting.

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 Kristin Hiemstra – Easy scheduling ahead

Are you an expert, 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 reveal you everything you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a extremely easy and quick tool to enable individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things started. 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 top 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 whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar however it also enables Calendly.

to inspect other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can utilize multiple calendars to look for disputes more than just the one that you have actually picked up here and you can also specify which calendar to include those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can verify 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 publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile photo here together with your name and possibly a welcome message simply when they arrive on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to add here. And lastly, we can click the my link.

You’re gon na wan na put the name of your company or maybe it’s your full name. I have actually got two occasions presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.

Let’s say create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly easy here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing 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 in most cases, depending upon the option that you choose, you might have some extra options waiting on 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 list their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my wanted telephone 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. 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 only after they have actually reserved the time will this number be exposed. 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 say update, that’s gon na conserve that choice here. If you have several events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na overlook particularly. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, 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 event. By opening this app, you’re gon na see a lot of