Calendly Select Which Team Member – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re simply looking for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hey there 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 very simple and fast tool to permit 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 begun. We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And among 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 truly whatever is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar however it likewise enables Calendly.

to check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are happening possibly in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to look for disputes more than simply the one that you have selected up here and you can likewise specify which calendar to include those appointments to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established properly. Simply choose add calendar account here and you can authenticate with any calendar service consisting of 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 appointments that people 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 also wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And finally, we can click the my link.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got 2 events currently that people can pick from and when they click on one of those events, 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 say create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, really simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to include 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the alternative that you choose, you might have some extra alternatives awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually booked the consultation. If someone is considering reserving 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 reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their contact number. I’m gon na say update, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na ignore especially if you have several occasions that you’re gon na be offering to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events 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 business name or maybe your full name to get them to your main Calendly page but 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 particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they know what they’re getting.

Now when 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

Calendly Select Which Team Member – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the first places 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 include one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly appointments however things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 publish an image.

Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your business or possibly 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 link from your website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes occur. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can pick from and when they click on one of those events, they are likewise 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. So let’s return 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’ve got two events 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 occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group conference. Now a group conference lets several guests meet you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for individually meeting.

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

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