Integrations With Calendly – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re just trying to find more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and really simple tool to enable individuals who have an interest in my organization 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 entering into our menu, into our account once you have actually 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 due to the fact that truly everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it likewise allows Calendly.

And what I suggest by this, is things beyond just Calendly visits but things that are occurring possibly in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 motivate you to upload an image.

Now this is probably more important than you think. You’re gon na wan na put the name of your organization or maybe it’s your full name. But 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 people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those changes happen. I’m gon na click on my link here simply to reveal you where this shows up. This is the preliminary landing page where individuals 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 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 events themselves and how can you set up one or more occasions so that it’s as easy 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 really our primary page here on the house screen where you can include and edit existing events. I have actually got two events that I’m using 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 up a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets several invitees meet you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. But most of the times, most of individuals are utilizing Calendly for individually meeting.

So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the option that you select, you may have some additional options awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, 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 guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps a few of the other events that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting as well.

Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of

Integrations With Calendly – Easy scheduling ahead

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 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 add one or more calendar accounts.

to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to look for conflicts more than simply the one that you have selected up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate with any calendar service consisting of 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 simply wan na encourage you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your nice profile image here in addition to your name and maybe a welcome message just when they arrive at your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to add here. And finally, we can click on the my link.

Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your service or maybe 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 just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click on my link here simply to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that people can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple 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 primary page here on the house screen where you can include and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na choose 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 produce an individually conference or a group meeting. Now a group meeting lets multiple invitees 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. In a lot of cases, the bulk of people are utilizing Calendly for individually 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 state update, that’s gon na conserve that choice here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other occasions that I have available.

And last but not least, we can choose a various color. This is really valuable if you have numerous events, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually currently produced. Now when we hit 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