How To Set Up Calendly With Gmail – 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 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 however things that are happening maybe in your individual life or other conferences 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 remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to upload an image.

Now this is probably more vital than you think. You’re gon na wan na put the name of your business or possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here simply to reveal 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’ve got two occasions 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 design comes into play. Now let’s carry on to the occasions themselves and how can you establish one or more occasions 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 actually our main page here on the house screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an individually conference or a group meeting. Now a group meeting lets several guests meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of people are utilizing Calendly for individually conference.

So let’s say produce 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 referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly easy here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the alternative that you pick, you may have some extra choices waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to display this number till they have reserved the consultation. If somebody is considering 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. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their contact number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have multiple events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na ignore particularly. 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 occasion is about compared to maybe some of the other events that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting.

Now when we hit 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

How To Set Up Calendly With Gmail – 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 first places 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.

And what I suggest by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other meetings 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 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 upload an image.

Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your company or maybe it’s your full name. However keep in mind, this is the URL that you are gon na be showing 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 land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes occur. I’m gon na click my link here simply to reveal you where this appears. 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 currently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters 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 simple for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our main page here on the home screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an individually conference or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for one-on-one meeting.

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 state upgrade, that’s gon na save that alternative 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 differentiate what this event is about compared to perhaps some of the other events that I have available.

And finally, we can select a various color. This is very handy if you have several events, I’m gon na select red in this case just so it stands apart from the other events that I have actually 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. So by opening this app, you’re gon na see a great deal of