Calendly Screencastify – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the very first locations that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can utilize several calendars to check for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include 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 just wan na motivate you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile picture here in addition to your name and possibly a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you would like to add here. And lastly, we can click the my link.

You’re gon na wan na put the name of your organization 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 events, they are likewise gon na see my branding here. We gon na pick that new event 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 require to do is provide it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really basic here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the option that you select, you may have some extra options waiting on 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 scheduling that time to note their phone number. I require to know who I’m calling or I can select this option, my guest should call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have reserved the visit. 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 just 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 ask to supply their contact number. I’m gon na say update, that’s gon na save that alternative here. If you have multiple occasions 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 neglect especially. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting.

And finally, we can pick a different color. This is really valuable if you have numerous occasions, I’m gon na select red in this case so it stands apart from the other events that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of

Calendly Screencastify – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a quick and really simple tool to enable people who are interested in my service and in my work to book time with me. So 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 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. And we want to go to calendar connections due to the fact that truly whatever is based around your relationship with Calendly and your calendar. 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 just enables Calendly to book those consultations straight to your calendar but it also enables Calendly.

to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are happening perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up correctly. Just 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 motivate you to upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And lastly, we can click the my link.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your full name. 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 networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Today let’s carry on to the occasions themselves and how can you establish several 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 include and modify existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. But in many cases, most of individuals are utilizing Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have readily available.

Now once we struck 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