How To Intergrate Calendly On Your Website – Easy scheduling ahead

Are you a consultant, a freelancer or possibly you’re just looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a very simple and quick tool to allow people who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account when you have actually registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since actually everything is based around your relationship with Calendly and your calendar. The 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 appointments straight to your calendar however it likewise allows Calendly.

And what I indicate by this, is things beyond just Calendly visits but things that are taking place maybe in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your really 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 publish an image.

Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your service or possibly it’s your full name. But keep in mind, 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 directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click my link here simply to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy 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 truly our primary page here on the home screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and create a brand-new event 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 create an one-on-one conference or a group meeting. Now a group meeting lets several guests meet with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na state, I will call my guests ’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. I’m simply gon na state, 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 occasions that I have readily available.

And lastly, we can select a different color. This is very valuable if you have several events, I’m gon na select red in this case just so it sticks out from the other occasions that I’ve currently developed. Now when 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

How To Intergrate Calendly On Your Website – 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 include one or more calendar accounts.

to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have picked up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up properly. Just choose add calendar account here and you can authenticate 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. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and perhaps a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to include here. And finally, we can click on the my link.

You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got two occasions currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.

Let’s say develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the choice that you choose, you may have some extra choices awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I require to know who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. So if somebody is thinking about 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 just after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have numerous events 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 overlook specifically. 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 event has to do with compared to maybe some of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they understand what they’re getting.

Now as soon as we struck 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