Calendly Ryan Dulkin – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to allow people 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 started. So we’re gon na get things kicked off by going into our menu, into our account once you’ve joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only 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 indicate by this, is things beyond just Calendly appointments but things that are occurring perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have actually picked up here and you can likewise specify which calendar to include those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections established properly. Simply choose include calendar account here and you can verify 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 just wan na motivate you to upload an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and possibly a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you would like to include here. And finally, we can click on the my link.

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

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 remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing conference 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 select call in this case. And oftentimes, depending upon the alternative that you pick, you may have some additional alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this choice, my invitee ought to call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na ignore especially if you have numerous events that you’re gon na be using to your users. 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 event is about compared to maybe some of the other events that I have offered. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your service 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 separate URL. In this case again, you wan na try make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they know what they’re getting.

Now as soon as 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 Ryan Dulkin – Easy scheduling ahead

Are you a specialist, a freelancer or maybe you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to allow people 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 have actually registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it also allows Calendly.

to examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to look for conflicts more than just the one that you have picked up here and you can likewise define which calendar to include those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 simply wan na motivate you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and perhaps a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add here. And last but not least, we can click the my link.

Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your organization or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to individuals 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 return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click on my link here simply 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 2 events currently that people can select 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 easy 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 truly our main 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 however let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an individually meeting or a group conference. Now a group conference lets several invitees meet with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one conference.

So let’s state produce for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending on the choice that you choose, you might have some additional options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to understand who I’m calling or I can select this alternative, my guest ought to call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually booked the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na ignore particularly if you have multiple events that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however also if I simply copy and paste this link, they understand what they’re getting.

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