Is There A Way To Receieve A Notification When A Calendly Is Booked – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account as soon as 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. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly consultations however things that are happening 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image.

Now this is probably more vital than you think. In many cases, you’re gon na wan na put the name of your business or possibly it’s your complete 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 simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can choose from and when they click among those occasions, they are likewise 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 occasions 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 primary page here on the house screen where you can add and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an individually conference or a group meeting. Now a group meeting lets multiple invitees meet 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. In a lot of cases, the majority of people are utilizing Calendly for individually meeting.

Let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually basic here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the alternative that you select, you may have some extra options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can pick this choice, my guest must call me. In this case, I can include 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 scheduled the appointment. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone 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 state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that choice here. Down below we can include a description which is something you don’t wan na neglect especially if you have multiple events that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to maybe some of the other occasions that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they know what they’re getting too.

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

Is There A Way To Receieve A Notification When A Calendly Is Booked – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the 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 might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to check for disputes 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 absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm 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 just wan na encourage you to submit an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and possibly a welcome message simply when they arrive at your start page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to include here. And finally, we can click on the my link.

You’re gon na wan na put the name of your service or possibly it’s your complete name. I have actually got 2 events currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.

Let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually easy here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our second step is to include 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 particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the alternative that you pick, you might have some additional choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have reserved the visit. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually scheduled 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 ask them to offer their telephone number. I’m gon na state upgrade, 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 particularly if you have several events that you’re gon na be providing to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting.

And lastly, we can choose a different color. This is very useful if you have several 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 once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of