Calendly Post Meeting Notification – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to enable people who have an interest in my service and in my work to book time with me. So I wan na show 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. Due to the fact that truly everything 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 certain that you add one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it likewise permits Calendly.

And what I suggest by this, is things beyond just Calendly consultations but things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 simply wan na motivate you to upload an image.

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. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect 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 land on your Calendly page. All right, when 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 take place. I’m gon na click on my link here just to show 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 individuals can select from and when they click among those occasions, they are also 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 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 actually our primary page here on the house screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either develop an individually conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one conference.

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 state upgrade, that’s gon na conserve that option here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other occasions that I have offered.

Now once 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

Calendly Post Meeting Notification – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re just searching for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and very easy tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account as soon as you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not only allows Calendly to book those consultations straight to your calendar but it also allows Calendly.

to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly visits however things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can also define which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can validate 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 conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile image here together with your name and maybe a welcome message simply when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your service or possibly it’s your complete name. I’ve got 2 events presently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.

So let’s state 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 simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference 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 pick telephone call in this case. And in a lot of cases, depending upon the choice that you pick, you might have some extra choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have multiple events 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 specifically. 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 is about compared to possibly some of the other events that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps your complete name to get them to your main 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 say, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they know what they’re getting as well.

Now as soon as we struck 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