How To Connect Kajabi To Calendly – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a very simple and fast tool to enable people who have an interest in my business and in my work to book time with me. So 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 as soon as you’ve signed up with Calendly. And one of 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 because 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 several calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it likewise enables Calendly.

to check other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can confirm with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your good profile picture here together with your name and maybe a welcome message just when they arrive at your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo or some other image that you wish to add here. And finally, we can click the my link.

You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got 2 events presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.

So let’s state develop for one-on-one. On this screen, the first thing that we require 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 at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the choice that you pick, you might have some additional choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this choice, my guest needs to 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 display this number up until they have actually booked the consultation. 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 only after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na neglect specifically if you have numerous events that you’re gon na be using to your users. 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 is about compared to maybe some of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I just 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 occasion. By opening this app, you’re gon na see a lot of

How To Connect Kajabi To Calendly – 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 very 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 suggest by this, is things beyond just Calendly consultations but things that are occurring 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 remain 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.

You’re gon na wan na put the name of your service or perhaps it’s your full name. I have actually got 2 occasions presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen.

Let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a personally conference, a telephone 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 listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the alternative that you pick, you might have some additional options waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this alternative, my guest ought to call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have booked the appointment. So if someone is considering scheduling 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 have actually reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na say update, that’s gon na save that alternative here. If you have several occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na neglect especially. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service 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 different URL. So in this case once again, you wan na try make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting.

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