How To Setup Calendly So People Can Schedule Meeting – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re simply searching for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very simple and quick tool to allow people who are interested 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 kicked off by going into our menu, into our account once you’ve joined 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 truly 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 add one or more calendar accounts. This not only allows Calendly to book those consultations directly to your calendar however it also allows Calendly.

And what I mean by this, is things beyond just Calendly visits but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 upload an image.

You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got 2 occasions presently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen.

In this case, I’m gon na say, 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 save that choice here. 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 is about compared to maybe some of the other occasions that I have offered.

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

How To Setup Calendly So People Can Schedule Meeting – 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 very 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 include one or more calendar accounts.

to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring 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 disputes. You can utilize several calendars to look for conflicts more than just the one that you have selected up here and you can likewise define which calendar to add those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can verify 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. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile image here together with your name and possibly a welcome message simply when they arrive on your start page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you would like to add here. And lastly, we can click the my link.

You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got 2 events currently that people can pick 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 event type, which is gon na open up a new screen.

So let’s state produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your recommendation. 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, Meeting with Scott, actually simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the option that you pick, you might have some extra alternatives waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their telephone number. I need to know who I’m calling or I can choose this option, 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 booked the appointment. If someone is thinking about 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 booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na state upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na ignore especially if you have multiple occasions that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business 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 different 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 easy for me to recognize but also if I just copy and paste this link, they understand what they’re getting also.

And lastly, we can choose a different color. This is really 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 currently developed. 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 occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of