How To Set Up Invitee In Calendly – Easy scheduling ahead

Are you an expert, a freelancer or maybe you’re simply looking for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a really simple and quick tool to enable people who have an interest in my business and in my work to book time with me. So 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 as soon as you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it likewise permits Calendly.

to check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly visits but things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can use multiple calendars to check for disputes more than just the one that you have actually chosen up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established correctly. 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 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 meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your business 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 important than you believe. In many cases, you’re gon na wan na put the name of your organization or perhaps it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as you’ve 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’ve got two occasions currently that people can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions 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 actually our main page here on the house screen where you can include and edit existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either create an individually meeting or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This may be terrific 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 utilizing Calendly for individually meeting.

Let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your reference. 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 with Scott, truly simple here. So I can determine, oop, Meeting 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 a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending on the option that you choose, you might have some additional alternatives waiting on 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 require to understand who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have booked the consultation. 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 right away, it’s just after they have actually reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na state update, that’s gon na save that choice here. If you have several occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na overlook especially. 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 occasion is about compared to possibly some of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly your full name to get them to your main 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. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they know 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

How To Set Up Invitee In 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 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.

And what I mean by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is certainly 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 publish an image.

Now this is probably more vital than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. Remember, 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 networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes occur. I’m gon na click my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can pick from and when they click one of those events, 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 occasions 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 go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either develop an individually conference or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for one-on-one conference.

Let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific 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 phone call in this case. And oftentimes, depending upon the alternative that you choose, you might have some additional alternatives waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled 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 just after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na say update, that’s gon na save that choice here. Down below we can include a description which is something you don’t wan na neglect especially if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to perhaps a few of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or maybe your full name to get them to your main 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 possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they understand what they’re getting also.

And finally, we can choose a different color. This is really practical if you have multiple events, I’m gon na select red in this case so it stands apart from the other occasions that I have actually currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of