Calendly Plan – Easy scheduling ahead

Are you a consultant, a freelancer or possibly you’re just searching for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and really simple tool to permit individuals who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. 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 first places that you’re gon na wan na go is up here to your account. Since actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The 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 appointments directly to your calendar however it likewise permits Calendly.

And what I indicate 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. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 publish an image.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got 2 occasions presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.

Let’s say 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 just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, actually simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending on the alternative that you select, you may have some additional choices waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their telephone number. I require to know who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the visit. So if somebody is considering reserving 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 have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down listed below we can include a description which is something you don’t wan na ignore specifically if you have several occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to perhaps a few of the other occasions that I have offered. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your full 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 try make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I just paste this link and copy, they know what they’re getting also.

And finally, we can pick a different color. This is very helpful if you have multiple events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Calendly Plan – 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 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 add one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly visits but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 encourage you to upload an image.

Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your organization or possibly it’s your full 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 simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click on my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that individuals can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters play. But now let’s carry on to the occasions themselves and how can you establish one or more occasions 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 modify existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an individually conference or a group conference. Now a group conference lets multiple guests consult with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for individually conference.

So let’s state produce for individually. On this screen, the first thing that we require to do is give it an occasion 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, Satisfying with Scott, truly basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add a location 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending on the option that you pick, you may have some extra choices waiting for you. Do I wan na select 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 select this alternative, my invitee needs to call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve scheduled 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 offer their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na overlook particularly. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other events that I have available. And after that just listed below the description, we have our event 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 different URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, they understand what they’re getting.

And last but not least, we can pick a different color. This is really valuable if you have multiple occasions, I’m gon na select red in this case just so it sticks 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 individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of