Calendly Walkthrough – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a extremely easy and fast tool to allow individuals who are interested 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 when 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. Because really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 permits Calendly to book those visits directly to your calendar however it likewise allows Calendly.

And what I indicate by this, is things beyond just Calendly visits however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is certainly 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 encourage you to publish an image.

You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got two occasions currently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have offered.

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

Calendly Walkthrough – 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I suggest by this, is things beyond simply Calendly appointments but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image.

Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your business or possibly 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 networks accounts or you can simply 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 have actually been finished with your account settings, let’s return to the house 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 reveal you where this appears. 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 2 events presently that individuals 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 enters play. Now let’s carry on to the events themselves and how can you set up several 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 truly our primary page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets several guests consult with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, most of people are utilizing Calendly for one-on-one meeting.

So let’s state develop for one-on-one. 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 just your recommendation. 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, truly basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the alternative that you select, you might have some additional alternatives awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their phone number. I require to know who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. 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 only after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have multiple events that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na neglect particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting also.

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