How To Best Use Calendly – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re just looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and really simple tool to enable people who are interested in my service 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 when you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that really everything is based around your relationship with Calendly and your calendar. 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 visits directly to your calendar however it likewise allows Calendly.

And what I imply by this, is things beyond just Calendly consultations but things that are taking place perhaps in your personal life or other meetings 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 remain 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 most likely more crucial 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 showing users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here just to show 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’ve got 2 occasions presently that individuals can select from and when they click among 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 events themselves and how can you set up one or more occasions 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 return to our menu within our account screen here. And this is really our primary page here on the home screen where you can add and modify existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But for the most part, most of individuals are using Calendly for individually meeting.

Let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly simple here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, 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 option that you select, you might have some extra choices waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can select this alternative, my guest ought to call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have booked the appointment. If somebody is thinking about 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 just after they’ve reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their contact number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na neglect particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to perhaps a few of the other occasions that I have available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they know what they’re getting too.

And finally, we can choose a various color. This is really practical if you have multiple events, I’m gon na choose red in this case so it stands out from the other events that I’ve currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of

How To Best Use 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.

to examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use several calendars to check for disputes more than just the one that you have actually chosen up here and you can also define which calendar to add those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can validate with any calendar service consisting of 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 encourage you to submit an image. If this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you want to add here. And last but not least, we can click on the my link.

Now this is most likely more vital than you believe. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link 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 on your Calendly page. All right, when 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 modifications take place. I’m gon na click on my link here just to reveal 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 2 occasions presently that individuals 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 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 customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our primary page here on the house screen where you can include and modify existing events. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple guests consult with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using 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 provide their phone number. I’m gon na say upgrade, that’s gon na save that choice 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 possibly some of the other events that I have offered.

And last but not least, we can pick a different color. This is extremely valuable if you have numerous events, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of