Can You Schedule Appointmnets In Calendly And Tag Them In Convertkit – Easy scheduling ahead

Are you an expert, a freelancer or possibly you’re simply trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to enable individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things begun. 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. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only permits Calendly to book those visits straight to your calendar however it likewise allows Calendly.

to inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise look for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to include those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate with any calendar service including 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 just wan na motivate you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your great profile picture here in addition to your name and possibly a welcome message just when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to include here. And lastly, we can click the my link.

You’re gon na wan na put the name of your business or perhaps it’s your full name. I’ve got 2 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. We gon na select that new occasion type, which is gon na open up a brand-new screen.

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 upgrade, that’s gon na conserve that alternative here. I’m just gon na say, 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 perhaps some of the other occasions that I have offered.

And finally, we can choose a different color. This is extremely valuable if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of

Can You Schedule Appointmnets In Calendly And Tag Them In Convertkit – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the 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.

to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly visits however things that are occurring possibly in your personal life or other meetings that come 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 selected up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just choose include calendar account here and you can confirm with any calendar service including 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 just wan na motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to include here. And finally, we can click on the my link.

Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe 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 connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals directly 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 home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to show 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 currently that individuals can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective 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 home screen where you can add and edit existing events. I’ve 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 pick that brand-new event type, which is gon na open a new screen. We have actually got two choices here, we can either create an one-on-one conference or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for individually meeting.

So let’s state create for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, actually easy here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can inform 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 perhaps something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the alternative that you pick, you might have some additional alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this option, my guest ought to 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 reserved the consultation. If somebody is considering 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’ve 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 say update, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na ignore especially if you have several events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to maybe some of the other occasions that I have readily available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business 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 try make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they know what they’re getting also.

Now once we struck 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