Calendly Payment Integration – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re just looking for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a fast and extremely easy tool to enable individuals who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by going into our menu, into our account as soon as you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those visits straight to your calendar however it likewise enables Calendly.

And what I suggest by this, is things beyond just Calendly appointments but things that are occurring maybe in your individual life or other conferences 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 remain 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.

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 choose that brand-new event type, which is gon na open up a new screen.

Let’s say produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your reference. 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, actually easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a place 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the option that you choose, you may have some extra alternatives waiting on you. For instance, do I wan na choose if I will call my guest 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 choose this option, my guest ought to call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have scheduled the visit. If somebody is considering 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 reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na neglect particularly if you have numerous 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, just something so they can differentiate what this event is about compared to maybe a few of the other events that I have available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or possibly your complete name to get them to your main 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. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I simply paste this link and copy, they know what they’re getting as well.

And finally, we can choose a different color. This is very helpful if you have numerous events, I’m gon na choose red in this case just so it stands out from the other occasions that I have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of

Calendly Payment Integration – 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 examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than just the one that you have chosen up here and you can likewise specify which calendar to include those appointments to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections established correctly. Simply 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 stick 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. So if this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your good profile image here together with your name and maybe a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you wish to include here. And last but not least, we can click on the my link.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your service or maybe it’s your complete name. But 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 simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few 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 and that welcome message. I have actually got two events currently that individuals can select from and when they click among those occasions, 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 occasions so that it’s as easy for your potential 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 primary page here on the house screen where you can add and edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an individually conference or a group conference. Now a group conference lets multiple invitees meet with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. But in most cases, most of people are utilizing Calendly for individually conference.

So let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include 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 perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the alternative that you pick, you may have some additional alternatives waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I require to know who I’m calling or I can choose this alternative, my invitee should 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. 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’ve 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 supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have several occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na ignore particularly. 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 differentiate what this occasion has to do with compared to possibly a few of the other occasions that I have readily 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 organization name or perhaps your complete 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 once again, you wan na try make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I just paste this link and copy, they know what they’re getting.

And finally, we can select a different color. This is very helpful if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other events that I’ve already created. Now when we struck 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