How To Integrate Calendly Into A Website Page – Easy scheduling ahead

Are you an expert, a freelancer or maybe you’re just trying to find more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to enable people who are interested 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 when 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. And we wish to go to calendar connections due to the fact that really whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows 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 appointments however things that are taking place maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 publish an image.

Now this is most likely more important than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. However 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 networks accounts or you can just copy and paste this and give it to individuals straight 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 take place. I’m gon na click my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s proceed to the events themselves and how can you set up one or more events so that it’s as simple for your potential 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 actually our main page here on the house screen where you can include and modify existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of people are using Calendly for one-on-one meeting.

So let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. 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, actually basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the choice that you choose, you might have some extra options waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their telephone number. I need to know who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually scheduled the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve booked the time will this number be revealed. 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 say upgrade, that’s gon na save that alternative here. If you have several occasions that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na neglect especially. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe a few of the other events that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or perhaps your full 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 attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they know what they’re getting also.

Now when 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 Integrate Calendly Into A Website Page – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 bookings that you might have going on. And what I imply by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can also look for conflicts. You can utilize numerous calendars to look for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Simply select add 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 motivate you to publish an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to add here. And finally, we can click on the my link.

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

Let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really easy here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting 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 pick phone call in this case. And oftentimes, depending on the choice that you pick, you might have some extra choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can pick this alternative, 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 up until they have booked the visit. 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 have actually scheduled the time will this number be revealed. In this case, I’m gon na say, 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 option here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have multiple occasions that you’re gon na be offering to your users. So I’m simply 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 has to do with compared to possibly a few of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they understand what they’re getting as well.

Now as soon as 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