Calendly Vs 10to8 – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and permitting people to quickly and professionally 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 stress. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to allow people who are interested in my business 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 started 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 truly whatever 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 include one or more calendar accounts. This not only enables Calendly to book those appointments straight to your calendar however it likewise permits Calendly.

to examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are happening perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can use numerous calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to include those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can authenticate 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 meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to add 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 possibly it’s your complete name. I have actually got two occasions presently that people can choose from and when they click on one of those events, 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.

So let’s state 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 simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, truly basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the option that you choose, you may have some extra alternatives waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. 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’ve booked the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have several occasions that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na neglect particularly. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps a few of the other events that I have offered. And then just 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 different URL. So in this case again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they know what they’re getting too.

And lastly, we can select a different color. This is extremely handy if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of

Calendly Vs 10to8 – Easy scheduling ahead

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 very 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 add one or more calendar accounts.

And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place maybe in your individual life or other conferences 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 remain 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.

Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your business or maybe 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 link from your website or your social media accounts or you can simply 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 house screen. I just wan na reveal you where some of those changes take place. 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 people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the events 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 truly our main page here on the house screen where you can include and edit existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open up 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 multiple invitees meet with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for individually conference.

So let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the alternative that you pick, you may have some extra choices waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this option, my guest needs to call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually reserved the visit. If somebody is thinking about booking 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. 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 conserve that option here. Down listed below we can include a description which is something you don’t wan na neglect particularly if you have numerous events that you’re gon na be offering to your users. 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 occasion has to do with compared to perhaps a few of the other occasions that I have offered. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or possibly your complete 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. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however also if I simply copy and paste this link, they understand what they’re getting.

And lastly, we can pick a different color. This is very handy if you have numerous events, I’m gon na choose red in this case just so it stands apart from the other events that I’ve currently produced. Now as soon as 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 great deal of