Calendly Ngoc Phan – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re just trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very simple and quick tool to enable people who have an interest in my service 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 began by entering into our menu, into our account as soon as you’ve joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just enables Calendly to book those consultations directly to your calendar however it likewise permits Calendly.

And what I mean by this, is things beyond simply Calendly consultations but things that are occurring maybe in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your really 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 publish an image.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your business or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be showing 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 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 just wan na reveal you where a few of those modifications happen. I’m gon na click on my link here simply to reveal 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’ve got two occasions presently that people can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. Today let’s move on to the occasions themselves and how can you set up several events so that it’s as easy for your potential 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 truly our main page here on the house screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two options here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple guests meet 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. But in most cases, the majority of people are utilizing Calendly for one-on-one meeting.

So let’s say create 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 just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second action is to include an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, 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 choose, you may have some extra options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have booked 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 only after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have numerous events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na ignore specifically. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other events 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 service name or perhaps your full 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 again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, 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 Ngoc Phan – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when 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 include one or more calendar accounts.

to examine other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those visits to. 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 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 motivate you to submit an image. So if this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile picture here together with your name and possibly a welcome message just when they arrive at your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to include here. And finally, we can click on the my link.

Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your business 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 individuals directly so that they can arrive at 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 changes happen. I’m gon na click on my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Today let’s proceed to the occasions themselves and how can you establish several occasions 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 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 include and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We’ve got two options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one meeting.

Let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this an in person conference, a phone 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 select call in this case. And in a lot of cases, depending on the alternative that you select, you might have some extra options waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their telephone number. I need to know who I’m calling or I can choose this option, my invitee must call me. In this case, I can add 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 actually booked the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually booked the time will this number be revealed. 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 say upgrade, that’s gon na save that option here. Down below we can add a description which is something you do not wan na ignore specifically if you have multiple occasions that you’re gon na be offering to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or maybe 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 once again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I just copy and paste this link, they understand what they’re getting too.

Now once 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