Calendly Vs You Can Book Me – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re simply looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and really easy tool to permit 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 when you’ve 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 want to go to calendar connections because really everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar but it likewise permits 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 possibly in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have selected up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Just choose 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 publish an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your company or perhaps it’s your complete name. I have actually got two occasions presently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-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 need to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly easy here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, 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 alternative that you choose, you may have some extra options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have booked the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you don’t wan na overlook especially if you have several events 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, just something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization 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 specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize but also if I just copy and paste this link, they understand what they’re getting too.

Now when 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

Calendly Vs You Can Book Me – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I imply by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal 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 correctly. 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.

Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your company or possibly 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 website or your social media accounts or you can simply copy and paste this and give it to people 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 home screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click my link here simply to reveal 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 currently that people 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 into 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 simple for your potential leads or for your customers 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 primary page here on the house screen where you can include and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an individually conference or a group meeting. Now a group conference lets several invitees meet you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. But most of the times, most of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na say, 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 conserve that choice here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available.

Now as soon as 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