Calendly Vs Outlook – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to allow people who have an interest in my service 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 have actually 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 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 make certain that you include several calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it likewise allows Calendly.

to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to add those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose 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 motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and perhaps a welcome message simply when they arrive at your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to include here. And lastly, we can click on the my link.

Now this is probably more vital than you think. In most cases, you’re gon na wan na put the name of your service or maybe it’s your full 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 website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here simply to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. 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. 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 events so that it’s as simple for your potential 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 primary page here on the house screen where you can add and edit existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got two options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets multiple guests meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for one-on-one conference.

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 conserve that choice here. I’m just gon na state, 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 perhaps some of the other occasions that I have offered.

And lastly, we can pick a different color. This is extremely useful if you have several occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually already created. Now when we struck 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 lot of

Calendly Vs Outlook – 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 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.

And what I indicate by this, is things beyond just Calendly consultations however things that are happening possibly in your personal life or other meetings 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 stay 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.

Now this is most likely more vital than you believe. For the most part, you’re gon na wan na put the name of your company or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to individuals straight 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 just wan na reveal 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 initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can choose from and when they click one of those occasions, they are also 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 events so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, most of individuals are using Calendly for one-on-one conference.

Let’s state produce for individually. On this screen, the first thing that we require to do is give it an occasion 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 simply gon na call this one, Consulting with Scott, actually easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this an in person conference, a phone 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 select call in this case. And in most cases, depending on the option that you choose, you might have some extra options waiting on you. Do I wan na select if I will call my guest 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 pick this option, my guest needs to call me. In this case, I can add my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve 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 say upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have several events that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to maybe some of the other events that I have offered. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization 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 maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they understand what they’re getting too.

And lastly, we can pick a different color. This is very 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 event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of