Calendly Vs Meetingbird – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account once 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 mean by this, is things beyond simply Calendly appointments however things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 submit an image.

You’re gon na wan na put the name of your company or perhaps it’s your full name. I have actually got two events presently that individuals can choose 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 event type, which is gon na open up a new screen.

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 keep in mind, this is more than simply your reference. 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, actually simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the option that you pick, you might have some additional choices waiting for you. 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 phone 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 wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled 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 immediately, it’s only after they have actually reserved 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 ask them to offer their contact number. I’m gon na say update, that’s gon na save that choice here. Down below we can add a description which is something you don’t wan na neglect especially if you have multiple occasions that you’re gon na be offering to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have offered. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or maybe your full 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 once again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I just paste this link and copy, they know what they’re getting as well.

And finally, we can select a different color. This is extremely handy if you have numerous occasions, I’m gon na select red in this case so it stands apart from the other events that I’ve currently produced. Now as soon as 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

Calendly Vs Meetingbird – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re simply looking for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a extremely simple and quick tool to permit people who have an interest in my service and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once 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. And we wish to go to calendar connections since actually everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it likewise allows Calendly.

to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits however things that are happening possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to look for disputes more than just the one that you have selected up here and you can likewise specify which calendar to add those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up properly. Simply choose include calendar account here and you can validate 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 picture here together with your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to add here. And finally, we can click the my link.

Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your organization or maybe it’s your complete name. But keep in mind, this is the URL that you are gon na be showing 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 directly so that they can arrive at your Calendly page. All right, once you have actually 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 occur. I’m gon na click on my link here just to reveal you where this appears. So 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 two occasions currently that individuals can choose from and when they click on among 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 occasions 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. So let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of people are utilizing Calendly for one-on-one meeting.

So let’s state develop for individually. 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 simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, really basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this an in person 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 pick phone call in this case. And oftentimes, depending on the choice that you choose, you might have some additional alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to know who I’m calling or I can choose this option, my guest should call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. If someone is thinking about 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 just after they’ve reserved 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 state upgrade, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na ignore specifically. I’m simply gon na say, 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 readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but also if I just paste this link and copy, they understand what they’re getting also.

Now once we hit 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