Calendly Revenue – 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 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 bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits however things that are taking place possibly in your personal life or other meetings that turn 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 just the one that you have actually chosen up here and you can also define which calendar to include those consultations to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Simply select add 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 encourage you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and possibly a welcome message simply 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 or some other image that you would like to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your service or perhaps it’s your full name. I have actually got two events presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.

Let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending on the alternative that you select, you might have some additional choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have booked the consultation. So if somebody is thinking about scheduling 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 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 choice here. If you have numerous events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na overlook particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to perhaps a few of the other events that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service 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 separate URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I just copy and paste this link, they know what they’re getting as well.

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

Calendly Revenue – Easy scheduling ahead

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 first locations 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.

And what I mean by this, is things beyond just Calendly visits however things that are taking place maybe in your individual life or other meetings that come up as a part of your day. This is certainly 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 just wan na encourage you to upload an image.

Now this is most likely more important than you believe. For the most part, you’re gon na wan na put the name of your business or possibly it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when 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 occur. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more 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 really our primary page here on the house screen where you can include and modify existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one conference.

So let’s state develop for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually basic here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a face to face 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 select telephone call in this case. And in a lot of cases, depending on the option that you select, you may have some extra choices awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to show this number till they have scheduled the appointment. If someone is thinking about 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 scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na ignore especially if you have multiple occasions that you’re gon na be offering to your users. So I’m just gon na state, 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 maybe some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or maybe 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 specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but 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