How To Style Calendly Embed – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re just searching for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hi everybody, 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 fast tool to permit individuals who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that really everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 permits Calendly to book those appointments directly to your calendar however it also permits Calendly.

And what I imply by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual life or other conferences 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 properly. 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.

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

Let’s state develop for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, truly easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform 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 possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the option that you select, you might have some extra options awaiting you. Do I wan na pick 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 require to understand who I’m calling or I can select this choice, my guest should call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. If someone is thinking about reserving 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 revealed. 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 say upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you do not wan na overlook particularly if you have multiple events 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, just something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization 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. In this case again, you wan na try make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.

And lastly, we can pick a various color. This is really practical if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually currently created. Now as soon as 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. So by opening this app, you’re gon na see a lot of

How To Style Calendly Embed – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re just looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to permit 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 started. So we’re gon na get things started 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. Because really 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 make certain that you add one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar but it also enables Calendly.

to examine other bookings that you might have going on. And what I imply by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to add those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose 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 simply wan na encourage you to upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and maybe a welcome message just when they land on your beginning 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 want to add here. And last but not least, we can click the my link.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or perhaps 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 website or your social networks accounts or you can just copy and paste this and give it to individuals directly 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 home screen. I simply wan na reveal 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 individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters play. Today let’s move on to the occasions themselves and how can you establish several events so that it’s as easy 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 truly our main page here on the house screen where you can add and modify existing events. I have actually got two events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, most of individuals are using Calendly for individually conference.

So let’s state produce 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 people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending on the choice that you select, you might have some additional options waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can choose this option, my guest needs to call me. In this case, I can add my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have reserved the visit. If someone 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 just after they’ve scheduled the time will this number be exposed. 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 say update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na neglect especially if you have numerous occasions that you’re gon na be offering to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or perhaps your complete 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 try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they understand what they’re getting as well.

Now when 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