How To Use Calendly For Real Estate Agents – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a very easy and fast tool to permit individuals who are interested in my service and in my work to book time with me. So 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 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. And we wish to go to calendar connections since actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it also enables Calendly.

And what I mean by this, is things beyond just Calendly consultations however things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 just wan na motivate you to publish an image.

Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your service 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 individuals directly 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 simply wan na show you where a few of those modifications occur. I’m gon na click 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’ve got 2 occasions presently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s carry on to the occasions themselves and how can you establish 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 really our primary page here on the house screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an individually conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, most of people are using Calendly for one-on-one conference.

So let’s state produce for one-on-one. On this screen, the first thing that we require to do is give 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. I’m simply gon na call this one, Satisfying with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the option that you pick, you may have some additional alternatives awaiting you. For example, do I wan na choose if I will call my invitee 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 select this alternative, my guest needs to 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 until they have booked the visit. If somebody is considering 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 just after they have actually reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have several occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na ignore especially. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some 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 or your business name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting also.

And lastly, we can select a various color. This is really helpful if you have multiple events, I’m gon na pick red in this case so it stands apart from the other events that I’ve already produced. 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. So by opening this app, you’re gon na see a lot of

How To Use Calendly For Real Estate Agents – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to permit people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. 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 top places that you’re gon na wan na go is up here to your account. Since truly 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 several calendar accounts. This not only permits Calendly to book those consultations straight to your calendar however it also allows Calendly.

to inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also check for disputes. You can use several calendars to check for conflicts more than simply the one that you have picked up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just choose add calendar account here and you can verify 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. So if this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile picture here in addition to your name and possibly a welcome message simply when they land on your beginning page. Next step, 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 include here. And finally, we can click the my link.

Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your organization or maybe it’s your full 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 networks accounts or you can just copy and paste this and give it to people directly so that they can land on 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 show you where some of those changes take place. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions 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 truly our primary page here on the home screen where you can add and edit existing events. I’ve got two events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. But for the most part, the majority of individuals are using Calendly for one-on-one meeting.

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 update, that’s gon na save that alternative here. I’m simply gon na state, 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 offered.

And lastly, we can select a various color. This is extremely helpful if you have multiple events, I’m gon na choose 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 event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of