Calendly Send Reminder Emails – Easy scheduling ahead

Are you a specialist, a freelancer or maybe you’re just searching for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a fast and extremely simple tool to permit 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. So we’re gon na get things started by entering into our menu, into our account when 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. Due to the fact that really whatever 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 appointments directly to your calendar but it likewise enables Calendly.

to check other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly visits but things that are taking place maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to check for disputes more than just the one that you have chosen up here and you can also define which calendar to add those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections established correctly. Simply choose include calendar account here and you can confirm 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 simply 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 along with your name and possibly a welcome message just when they arrive on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you want to add here. And lastly, we can click the my link.

Now this is most likely more important than you think. You’re gon na wan na put the name of your company or maybe it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back 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 simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters 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. Let’s go back to our menu within our account screen here. And this is really our main page here on the home screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and create a new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets several invitees consult with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. However most of the times, most of individuals are using Calendly for one-on-one meeting.

So let’s say create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending on the alternative that you choose, you may have some additional alternatives awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na ignore particularly if you have multiple occasions that you’re gon na be offering to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other events that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I just copy and paste this link, they understand what they’re getting as well.

Now when 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 Send Reminder Emails – 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 add one or more calendar accounts.

to inspect other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to look for conflicts more than just the one that you have actually selected up here and you can also specify which calendar to include those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can validate 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 upload an image. So if this is meetings or visits that people are going to be scheduling with you, I suggest that you put your good profile image here in addition to your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo 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 business or maybe it’s your complete name. I have actually got two events currently 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 brand-new screen.

Let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the alternative that you select, you might have some additional alternatives waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually reserved the appointment. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na neglect especially. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to maybe some of the other occasions that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name 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 separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they know what they’re getting also.

Now when 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