Calendly Teams Link – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a very easy and quick tool to enable individuals who have an interest in my company 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 kicked off by entering into our menu, into our account when you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because really everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not just permits Calendly to book those consultations directly to your calendar but it also enables Calendly.

And what I imply by this, is things beyond just 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 extremely 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 simply wan na motivate you to submit an image.

Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your business or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once 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 changes take place. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the events themselves and how can you establish 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. So let’s return 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 occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However for the most part, most of people are using Calendly for individually meeting.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. 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 event is about compared to perhaps some of the other events that I have available.

And finally, we can pick a different color. This is really useful if you have multiple events, I’m gon na pick red in this case so it sticks out from the other events that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of

Calendly Teams Link – Easy scheduling ahead

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 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 include one or more calendar accounts.

to inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize multiple calendars to look for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to include those visits to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections established properly. Just select include calendar account here and you can verify 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 encourage you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your good profile image here along with your name and maybe a welcome message simply when they land on your start page. Next action, 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 include here. And last but not least, we can click on the my link.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your company or possibly it’s your complete name. But 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 simply copy and paste this and give it to people directly 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 return to the home screen. I simply wan na show you where some of those modifications take place. I’m gon na click 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 two occasions presently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Today let’s proceed to the occasions themselves and how can you establish several occasions so that it’s as easy for your prospective 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 actually our primary page here on the house screen where you can include and edit existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either develop an individually conference or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. But in most cases, the majority of individuals are utilizing Calendly for one-on-one meeting.

So let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your reference. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the option that you select, you may have some extra options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can select this option, my guest should call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually scheduled the appointment. If somebody is considering scheduling 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 scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na ignore especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different 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 identify however likewise if I just copy and paste this link, they know what they’re getting.

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