Calendly Vs Dubsado – 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 locations 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.

to check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to include those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 just wan na motivate you to upload an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and maybe 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 company logo or some other image that you would like to add here. And last but not least, we can click the my link.

Now this is most likely more important than you think. You’re gon na wan na put the name of your company or perhaps it’s your full name. However remember, 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 just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo enters into 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 simple 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 main page here on the home screen where you can include and edit existing events. I have actually got 2 events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either develop an individually conference or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one meeting.

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 state update, that’s gon na save that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have offered.

Now once we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of

Calendly Vs Dubsado – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the first locations 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 include one or more calendar accounts.

to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to look for disputes more than simply the one that you have picked up here and you can also specify which calendar to add those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can authenticate 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. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your nice profile photo here along with 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 business logo design or some other image that you wish to include here. And last but not least, we can click on the my link.

Now this is probably more important than you think. You’re gon na wan na put the name of your service or possibly it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media 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 have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications take place. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that people can choose 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 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 prospective 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 add and modify existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for one-on-one conference.

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 just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the alternative that you choose, you might have some additional choices waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their contact number. I need to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can include 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 consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na neglect specifically. 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 occasion is about compared to maybe some of the other events that I have 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 organization name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try 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 identify but likewise if I simply copy and paste this link, they know what they’re getting as well.

Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of