Calendly Set Up Reminders For Ad Hoc Meetings – Easy scheduling ahead

Are you a consultant, a freelancer or possibly you’re simply searching for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a really easy and fast tool to permit people who are interested 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 began by going into our menu, into our account when you’ve joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar however it likewise enables Calendly.

to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise specify which calendar to add 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. Simply select 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 just wan na encourage you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you would like to include 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 organization 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 site 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, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on my link here just to reveal 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 events currently that people can pick from and when they click one of those occasions, 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 occasions so that it’s as simple for your potential leads or for your customers 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 really our primary page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, most of individuals are using Calendly for one-on-one meeting.

So let’s say produce for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps 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 on the choice that you choose, you might have some extra choices awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, 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 guests ’cause I’m gon na ask to supply their contact number. I’m gon na say update, that’s gon na save that choice here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na overlook particularly. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting.

And lastly, we can pick a different color. This is really helpful if you have several events, I’m gon na select red in this case so it stands out from the other events that I’ve currently created. Now once we hit 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 Set Up Reminders For Ad Hoc Meetings – 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 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 examine other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for disputes. You can utilize numerous calendars to check for conflicts more than just the one that you have chosen up here and you can also specify which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can verify 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 submit an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you want to add here. And last but not least, 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 organization or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link 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 land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective 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 actually our primary page here on the house screen where you can include and edit existing events. I’ve got two events that I’m using at the moment however let’s go and create a new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets several guests meet you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority 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 say update, that’s gon na conserve that choice here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available.

And lastly, we can pick a various color. This is really handy if you have multiple occasions, I’m gon na select red in this case just so it stands out from the other occasions that I have actually already 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