Calendly Video Conference – Easy scheduling ahead

Are you an expert, a freelancer or possibly you’re just trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to permit individuals who are interested in my business 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 started by going into our menu, into our account as soon as 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 want to go to calendar connections because truly 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 sure that you add one or more calendar accounts. This not only permits Calendly to book those consultations straight to your calendar but it likewise permits Calendly.

to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have actually picked up here and you can also specify which calendar to include those appointments to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections established properly. Just select add 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 encourage you to submit an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you want to include here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your company or perhaps it’s your complete name. I’ve got two events presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.

So let’s say create for individually. On this screen, the first thing that we require to do is provide 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 arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending on the option that you select, you might have some additional options waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their telephone number. I need to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have reserved the appointment. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just 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 guests ’cause I’m gon na ask them to supply their contact number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na ignore especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly a few of the other occasions that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they know what they’re getting.

And last but not least, we can pick a different color. This is extremely practical if you have several occasions, I’m gon na select red in this case so it stands apart from the other occasions that I have actually currently developed. Now as soon as 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. By opening this app, you’re gon na see a lot of

Calendly Video Conference – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a very simple and fast tool to allow people who have an interest in my business and in my work to book time with me. So 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 among the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly 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 certain that you include one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it likewise allows Calendly.

to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to look for conflicts more than just the one that you have chosen up here and you can also specify which calendar to include those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can verify 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 meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile picture here together with your name and possibly a welcome message simply when they arrive at your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to add here. And lastly, 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. However 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 media accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more 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 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 utilizing at the moment however let’s go and produce a new event from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for one-on-one conference.

So let’s say create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, really simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the choice that you choose, you may have some additional alternatives waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their contact number. I need to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the appointment. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve reserved 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 contact number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to maybe a few of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your complete name to get them to your primary Calendly page however 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 particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they understand what they’re getting.

Now when 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