Calendly User Guide – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just searching for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a extremely simple and quick tool to allow individuals who have an interest in my organization and in my work to book time with me. I wan na show you how to get things started. 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. And we want to go to calendar connections since truly everything is based around your relationship with Calendly and your calendar. 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 allows Calendly to book those consultations straight to your calendar however it also permits Calendly.

to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to look for disputes more than just the one that you have picked up here and you can also specify which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can confirm with any calendar service consisting of 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 upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to add here. And finally, we can click on the my link.

Now this is most likely more vital than you believe. 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 link 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, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design 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. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and modify existing events. I have actually got two events that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for one-on-one conference.

So let’s state produce for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to add a place 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 specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the alternative that you choose, you may have some extra alternatives waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their telephone number. I need to understand who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number up 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 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 say upgrade, that’s gon na save that alternative here. If you have several occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect particularly. 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 perhaps some of the other events that I have available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps 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 again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting.

And last but not least, we can select a various color. This is really handy if you have several events, I’m gon na select red in this case so it stands apart from the other events that I’ve already produced. Now once we struck 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 User Guide – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just trying to find more leads and enabling individuals to quickly and professionally 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, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a very simple and fast tool to permit individuals who are interested in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by going into our menu, into our account once you’ve joined Calendly. And one of 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 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 add several calendar accounts. This not only permits Calendly to book those appointments straight to your calendar however it likewise enables Calendly.

to inspect other reservations that you may have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to look for conflicts more than simply the one that you have chosen up here and you can also define which calendar to add those consultations to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose 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 simply wan na motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you wish to add here. And finally, we can click the my link.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your service or possibly 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 networks accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters into play. But now let’s proceed to the occasions themselves and how can you establish several 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 primary page here on the home screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and create 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 2 options here, we can either create an individually meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for individually conference.

Let’s state 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 recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly basic here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending upon the alternative that you pick, you may have some extra choices waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their contact number. I need to understand who I’m calling or I can choose this alternative, my invitee should 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 until they have scheduled the visit. 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. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na overlook especially if you have multiple events that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly 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 try make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they know what they’re getting also.

And last but not least, we can pick a different color. This is really practical if you have several events, I’m gon na select red in this case just so it sticks out from the other events that I’ve already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of