Calendly Set Up Notifications – Easy scheduling ahead

Are you an expert, a freelancer or possibly you’re just looking for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hey there everyone, 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 really easy and quick tool to allow individuals who are interested in my company 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. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just allows Calendly to book those appointments directly to your calendar however it likewise permits Calendly.

And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.

Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your company or perhaps it’s your full 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 on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. So 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 2 events presently that people can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you establish several occasions so that it’s as easy 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 main page here on the home screen where you can add and modify existing events. I’ve got two events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of individuals are using Calendly for one-on-one conference.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that option 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 possibly some of the other occasions that I have offered.

Now as soon as 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

Calendly Set Up Notifications – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I imply by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to upload an image.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. Remember, 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 simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications happen. I’m gon na click on my link here just to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events presently that people can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo comes into play. And now let’s proceed to the events themselves and how can you set up several events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and modify existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for one-on-one conference.

So let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the choice that you select, you might have some additional alternatives waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can include my desired phone 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 someone is considering 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’ve reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their telephone number. I’m gon na state upgrade, that’s gon na save that option 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 overlook especially. I’m just gon na say, this is a meeting 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 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 or your business name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they understand what they’re getting.

And finally, we can select a various color. This is extremely useful if you have several occasions, I’m gon na choose red in this case just so it stands out from the other events that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of