How To Set Up Reminder Emails In Calendly – Easy scheduling ahead

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. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to add those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Simply select add calendar account here and you can validate with any calendar service consisting of 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 just wan na encourage you to publish an image. So if this is meetings or visits that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and maybe a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to add here. And finally, we can click the my link.

Now this is most likely more vital than you believe. Most of the times, you’re gon na wan na put the name of your organization or possibly 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 site 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’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes happen. I’m gon na click my link here just 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’ve got 2 occasions currently that people can choose from and when they click one of those occasions, they are likewise 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 occasions so that it’s as simple for your prospective 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 actually our main page here on the home screen where you can include and modify existing occasions. 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 choose that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m simply gon na say, this is a meeting 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 events that I have available.

And lastly, we can select a different color. This is really valuable if you have numerous events, I’m gon na select red in this case just so it stands out from the other events that I’ve already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of

How To Set Up Reminder Emails In Calendly – Easy scheduling ahead

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 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 add one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly visits however 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 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 just wan na motivate you to publish an image.

Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your full name. But remember, this is the URL that you are gon na be showing 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 people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those modifications occur. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that individuals can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. But now let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as easy for your potential leads or for your customers 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 modify existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that new event type, which is gon na open a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for individually meeting.

Let’s say develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your referral. 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, really simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific 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 select telephone call in this case. And in many cases, depending upon the alternative that you pick, you might have some additional choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have reserved the visit. 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 away, it’s only after they have actually scheduled the time will this number be exposed. 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 state upgrade, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na overlook particularly if you have numerous events that you’re gon na be using to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting also.

And finally, we can choose a various color. This is very valuable if you have several occasions, I’m gon na pick red in this case just so it stands apart from the other events that I’ve already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of