Calendly Plans – 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 add 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 occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can use several calendars to look for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to include those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can verify 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 simply wan na motivate you to publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here in addition to your name and perhaps a welcome message simply when they arrive 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 wish to add here. And finally, we can click the my link.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your service or possibly it’s your full name. But remember, 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 simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those changes occur. I’m gon na click 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 and that welcome message. I’ve got two events presently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple 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 primary page here on the home screen where you can add and modify existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We have actually got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets several 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. But in most cases, the majority of people are utilizing Calendly for individually meeting.

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 update, that’s gon na save that choice here. 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 occasions that I have offered.

And lastly, we can choose a different color. This is very practical if you have multiple events, I’m gon na select red in this case just so it sticks out from the other events that I’ve currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of

Calendly Plans – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to enable people who are interested in my company 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 as soon as 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. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it also enables Calendly.

to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can validate with any calendar service including 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 nice profile image here along with your name and perhaps a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to include here. And lastly, we can click on the my link.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your service or maybe it’s your full name. But 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 simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those changes occur. I’m gon na click my link here just to reveal 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 currently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. And now let’s move on to the events themselves and how can you establish one or more events so that it’s as simple 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 truly our primary page here on the house screen where you can add and modify existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets multiple guests consult 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. In the majority of cases, the bulk of individuals are using Calendly for one-on-one meeting.

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 update, that’s gon na save that choice here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other events that I have available.

And finally, we can choose a various color. This is really useful if you have several occasions, I’m gon na select red in this case so it stands apart from the other events that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of