Calendly With Shopify – Easy scheduling ahead

Are you a specialist, a freelancer or maybe you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely simple tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things started by entering into our menu, into our account as soon as you have actually registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since truly everything 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 permits Calendly.

And what I mean by this, is things beyond just Calendly visits however things that are happening perhaps in your personal life or other conferences 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 simply wan na motivate you to upload an image.

Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your organization or perhaps it’s your full name. But remember, 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 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 have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that people can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo 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 easy for your prospective 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 home screen where you can include and modify existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and create a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, most of individuals are using Calendly for individually conference.

So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just 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, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone 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 guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can choose this choice, my invitee must call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. So if someone 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 right now, it’s only after they have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na neglect specifically if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or perhaps 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 try make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however also if I simply paste this link and copy, they understand what they’re getting.

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

Calendly With Shopify – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account as soon as 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 include one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly appointments however things that are happening possibly 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 upload an image.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your business or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be showing 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, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. 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 2 occasions presently that people can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo comes into play. But now let’s proceed to the occasions themselves and how can you establish 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. So let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and modify existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na choose that new event type, which is gon na open up a new screen. We have actually got two options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several guests meet with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. However in most cases, most of people are using Calendly for individually meeting.

So let’s say create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, 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 pick, you might have some extra alternatives waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their telephone number. I require to understand who I’m calling or I can choose this alternative, 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 till they have booked the consultation. If someone is considering reserving 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’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 provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na overlook especially if you have numerous occasions that you’re gon na be using to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or possibly 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 attempt make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting as well.

Now once 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