Calendly Templates – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re simply searching for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a fast and very simple tool to allow individuals 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. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first 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. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar however it likewise enables Calendly.

And what I mean by this, is things beyond just Calendly appointments but things that are happening maybe in your individual life or other meetings 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 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 motivate you to upload an image.

You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got 2 events presently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.

Let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add 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 conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending on the choice that you select, you might have some additional choices waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this alternative, my invitee ought 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 until they have scheduled the consultation. If somebody is thinking about 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 only after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their contact number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have numerous occasions 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 specifically. So 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 a few of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I just copy and paste this link, they know what they’re getting too.

And lastly, we can pick a various color. This is really handy if you have several events, I’m gon na pick red in this case so it sticks out from the other events that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of

Calendly Templates – 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 first places 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 inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have picked up here and you can likewise define which calendar to add those appointments to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up properly. 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 simply wan na motivate you to submit an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you want to include here. And lastly, we can click the my link.

Now this is probably more vital than you think. You’re gon na wan na put the name of your business or possibly it’s your complete name. Remember, 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 straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click my link here just to show you where this appears. 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 two events presently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s proceed 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. 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 have actually got two events that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that new event type, which is gon na open a new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets numerous guests meet 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 many cases, most of individuals are utilizing Calendly for individually conference.

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 conserve that choice 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 distinguish what this occasion is about compared to possibly some of the other events that I have available.

And finally, we can choose a different color. This is extremely valuable if you have several events, I’m gon na select red in this case 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 occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of