How To Add A Phone Number When Booking On Calendly – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the very 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 suggest by this, is things beyond just Calendly consultations but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely 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 simply wan na encourage you to submit an image.

Now this is probably more important than you think. You’re gon na wan na put the name of your service or possibly it’s your complete name. However 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 just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click on my link here just to show 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 have actually got 2 events presently that people can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for individually conference.

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

And finally, we can choose a various color. This is really valuable if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually already 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 occasion. So by opening this app, you’re gon na see a great deal of

How To Add A Phone Number When Booking On Calendly – 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 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 include one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly visits but things that are taking place possibly in your individual 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 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 organization 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 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 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 a few of those changes take place. I’m gon na click on my link here just to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients 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 truly our main page here on the house screen where you can include and edit existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select 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 meeting or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for one-on-one meeting.

Let’s say develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your referral. 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 Scott, really easy here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the alternative that you select, you might have some extra choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve scheduled the time will this number be exposed. 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 update, that’s gon na save that option here. If you have multiple occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na neglect especially. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain 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 different URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they understand what they’re getting.

And last but not least, we can choose a various color. This is really valuable if you have numerous events, I’m gon na select red in this case so it stands out from the other events that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of