Calendly Sms Reminders – 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 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 just Calendly consultations 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 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 simply wan na motivate you to upload an image.

Now this is probably more important than you think. You’re gon na wan na put the name of your organization or perhaps 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 connect from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when 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 modifications take place. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s carry 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 truly our primary page here on the house screen where you can add and edit existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new event type, which is gon na open a new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, the majority of people are using Calendly for one-on-one meeting.

Let’s say create for one-on-one. On this screen, the first thing that we need to do is give 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 arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, truly simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific 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 phone call in this case. And oftentimes, depending upon the choice that you pick, you might have some additional choices awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their contact number. I need to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number up until they have booked the appointment. 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 booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na overlook particularly if you have several events that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I just paste this link and copy, they know what they’re getting too.

And finally, we can select a different color. This is very valuable if you have several occasions, I’m gon na select red in this case so it sticks out from the other events that I’ve already produced. Now as soon as we struck 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. So by opening this app, you’re gon na see a lot of

Calendly Sms Reminders – 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 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.

And what I mean by this, is things beyond simply Calendly visits however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 just wan na motivate you to publish an image.

Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your organization 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 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 house screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters 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 potential leads or for your customers 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 edit existing events. I’ve got two occasions that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We’ve got 2 options here, we can either create an individually conference or a group meeting. Now a group meeting 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. But in many cases, most of individuals are utilizing Calendly for individually conference.

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 state update, that’s gon na save that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other events that I have available.

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