How Calendly Works – Easy scheduling ahead

Are you an expert, a freelancer or maybe you’re simply searching for 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 need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a quick and extremely easy tool to permit people who have an interest in my business and in my work to book time with me. I wan na show you how to get things started. 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 top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar but it likewise permits Calendly.

And what I imply by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay 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.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or possibly it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on my link here just 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 presently that people can pick from and when they click on one of those events, they are also 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 easy 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 really our main page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an individually conference or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, the majority of people are using Calendly for individually conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m simply gon na say, 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 occasions that I have available.

And lastly, we can pick a various color. This is very useful if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other occasions that I’ve currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of

How Calendly Works – 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 very 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 taking place perhaps in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your very 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 upload an image.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your full name. Keep in mind, 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 people 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 return to the house screen. I just wan na show you where some of those changes occur. I’m gon na click on my link here just to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters 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 simple 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 main page here on the house screen where you can include and modify existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either develop an individually conference or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. But in many cases, most of individuals are utilizing Calendly for one-on-one conference.

Let’s say produce for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, 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 simply gon na call this one, Meeting with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the alternative that you choose, you might have some additional choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their contact number. I need to understand who I’m calling or I can select this option, my guest should 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 show this number until they have booked the appointment. So if someone is considering booking 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’ve reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na state update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na overlook especially. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe a few of the other occasions that I have available. And then simply listed below the description, we have our event 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 different URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however also if I simply copy and paste this link, they understand what they’re getting.

And last but not least, we can pick a various color. This is extremely handy if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve already developed. Now as soon as 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 occasion. By opening this app, you’re gon na see a lot of