Calendly With Gmail – 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 first places 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 add one or more calendar accounts.

to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits however things that are occurring perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can use numerous calendars to check for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select 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 upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here in addition to your name and perhaps a welcome message simply when they land on your start 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 would like to include here. And last but not least, we can click the my link.

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

Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your recommendation. 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 Scott, truly basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending on the alternative that you pick, you might have some additional alternatives waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I require to understand who I’m calling or I can select this choice, my invitee must call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. So if somebody is thinking about scheduling 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 only after they have actually booked the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na save that choice here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect specifically. So I’m simply gon na say, 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 maybe some of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or maybe your complete 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 once again, you wan na try make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting.

And finally, we can choose a different color. This is really helpful if you have numerous occasions, I’m gon na select red in this case so it stands apart from the other occasions that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of

Calendly With Gmail – 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 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 imply by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal 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 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 motivate you to submit an image.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or perhaps it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at 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 take place. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters 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 easy 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 truly our main page here on the house screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that brand-new event 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 conference. Now a group meeting lets multiple invitees meet you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. But for the most part, most of individuals are utilizing Calendly for one-on-one conference.

Let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, really simple here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the alternative that you select, you may have some additional alternatives waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually scheduled the appointment. So if someone is thinking about 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’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that option here. Down below we can include a description which is something you do not wan na neglect specifically if you have numerous occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other events that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they know what they’re getting as well.

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