Calendly Screenshots – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re just looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a extremely easy and quick tool to permit people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account once you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because really everything is based around your relationship with Calendly and your calendar, and we want 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 permits Calendly to book those consultations directly to your calendar however it likewise permits Calendly.

And what I mean by this, is things beyond simply Calendly visits but things that are taking place maybe in your personal 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 correctly. 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.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I’ve got 2 events presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-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 require to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the choice that you choose, you might have some extra options waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their contact number. I need to know who I’m calling or I can select this choice, my guest should call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the appointment. If someone is thinking about scheduling 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 have actually reserved 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 provide their telephone number. I’m gon na say upgrade, that’s gon na save that option here. Down below we can add a description which is something you do not wan na overlook especially if you have several occasions that you’re gon na be offering to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to perhaps some of the other occasions that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting.

And lastly, we can pick a various color. This is very useful if you have multiple occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually currently produced. Now when we hit 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. By opening this app, you’re gon na see a lot of

Calendly Screenshots – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re simply searching for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hello 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 very easy and quick tool to permit people who are interested in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account as soon as you have actually joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The 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 directly to your calendar however it likewise allows Calendly.

to examine other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are happening maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to check for conflicts more than simply the one that you have actually chosen up here and you can likewise define which calendar to add those consultations to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply select 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 encourage you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to include here. And finally, we can click on the my link.

Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your complete name. 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as 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 happen. 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 have actually got two events currently that people can pick from and when they click among those occasions, 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. So let’s return to our menu within our account screen here. And this is really our main page here on the home screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, most of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that alternative 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 distinguish what this occasion is about compared to possibly some of the other events that I have offered.

And last but not least, we can choose a various color. This is very useful if you have multiple occasions, I’m gon na choose red in this case so it stands out from the other occasions that I have actually currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of