Is Calendly Cloud Based – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a quick and extremely simple tool to enable individuals who are interested in my business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things started by entering into our menu, into our account when you’ve registered with Calendly. And one of 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 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 visits directly to your calendar but it also permits Calendly.

And what I mean by this, is things beyond simply Calendly appointments however things that are happening maybe in your personal life or other meetings 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 properly. 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 motivate you to upload an image.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. However 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 media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes take place. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events presently that people can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up 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. 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 include and edit existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This might be terrific for a teacher or if you are supplying 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 say produce for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, 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, Satisfying with Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the choice that you pick, you might have some additional alternatives waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their contact number. I need to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they’ve booked the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their contact number. I’m gon na say update, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have numerous occasions 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 separate what this event is about compared to perhaps some of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name 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 separate URL. So in this case again, you wan na try make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting.

Now when we struck 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

Is Calendly Cloud Based – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the very 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 add one or more calendar accounts.

to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use several calendars to look for conflicts more than simply the one that you have picked up here and you can likewise specify which calendar to add those appointments to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections established properly. Just 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 simply wan na encourage you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and maybe a welcome message just when they arrive on your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you want to add here. And lastly, we can click the my link.

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

So let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending on the choice that you select, you might have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually reserved the appointment. 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 only after they’ve reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na ignore particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your business 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 separate URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they understand what they’re getting.

And finally, we can select a various color. This is really practical if you have numerous occasions, I’m gon na choose red in this case so it stands out from the other events that I have actually already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of