Calendly Text Reminders – 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 places 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 suggest by this, is things beyond just Calendly consultations but things that are happening perhaps 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 correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na encourage 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 currently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.

So let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, 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 select, you may have some additional alternatives waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their telephone number. I require to know who I’m calling or I can select this option, my invitee must call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the visit. If someone 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 only after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone 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 offering to your users, down listed below we can add a description which is something you do not wan na neglect specifically. So I’m just gon na state, 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 possibly some of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply copy and paste this link, they understand what they’re getting too.

And finally, we can select a different color. This is very helpful if you have multiple occasions, I’m gon na pick red in this case just so it stands apart from the other events that I have actually currently developed. 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 individuals book this event. So by opening this app, you’re gon na see a great deal of

Calendly Text 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 very 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 suggest by this, is things beyond just Calendly appointments however things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to check for disputes more than just the one that you have chosen up here and you can also define which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can confirm 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 upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next action, 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 finally, we can click on the my link.

Now this is probably more important than you believe. In most cases, you’re gon na wan na put the name of your business or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those modifications happen. 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 individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 actually our primary page here on the home screen where you can include and modify existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, most of people are utilizing Calendly for one-on-one conference.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that choice here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other events that I have available.

And finally, we can pick a various color. This is very handy if you have numerous occasions, I’m gon na select red in this case so it sticks out from the other events that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of