Calendly Team – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re just trying to find more leads and permitting 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 utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to permit people who are interested in my service and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include several calendar accounts. This not only allows Calendly to book those consultations directly to your calendar but it likewise enables Calendly.

And what I imply by this, is things beyond simply Calendly visits but things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is certainly 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 motivate you to submit an image.

You’re gon na wan na put the name of your service or possibly it’s your full name. I’ve got two events currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.

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 save that alternative 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 occasion is about compared to perhaps some of the other occasions that I have available.

Now as soon as 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 Team – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require 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’ve used Calendly for a while now. It is a really simple and fast tool to enable people who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. 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 places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not only enables Calendly to book those appointments straight to your calendar however it also allows Calendly.

And what I indicate by this, is things beyond simply Calendly visits however things that are occurring 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 simply wan na encourage you to publish an image.

Now this is probably more vital than you think. In many cases, you’re gon na wan na put the name of your company or possibly 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 media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve 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 play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your prospective 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 really our main page here on the house screen where you can add and edit existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for one-on-one conference.

So let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending upon the option that you pick, you might have some extra alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled the consultation. 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 immediately, 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 guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na ignore specifically if you have several occasions that you’re gon na be offering to your users. So 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 has to do with compared to maybe a few of the other events that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service 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 attempt make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting.

And last but not least, we can pick a various color. This is extremely valuable if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other occasions that I’ve currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of