Jim Schwoebel Calendly – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just trying to find more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to permit people 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 begun. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you’ve joined Calendly. And among 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 truly 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 include one or more calendar accounts. This not just permits Calendly to book those visits directly to your calendar but it also enables Calendly.

to check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal 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 numerous calendars to look for conflicts more than just the one that you have chosen up here and you can also specify which calendar to include 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. Just select add calendar account here and you can confirm 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 just wan na encourage you to submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your nice profile image here along with your name and possibly a welcome message just when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to add here. And lastly, we can click on the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or maybe 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 connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those changes happen. I’m gon na click my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that people can pick from and when they click on among those events, 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 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 actually our primary page here on the home screen where you can include and edit existing events. I’ve got two occasions that I’m using 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 brand-new screen. We have actually got 2 choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. I’m just gon na state, this is a meeting 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 events that I have readily available.

And last but not least, we can pick a various color. This is extremely handy if you have several events, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of

Jim Schwoebel 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 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 inspect other bookings that you may have going on. And what I suggest 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. Down below here, you can likewise check for disputes. You can utilize numerous calendars to check for disputes more than just the one that you have selected up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections established properly. Just choose add calendar account here and you can confirm with any calendar service including 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 publish an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe 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 add your company logo design or some other image that you wish to add here. And last but not least, we can click the my link.

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

Let’s state create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending upon the alternative that you choose, you might have some extra choices awaiting 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 list their contact number. I need to know who I’m calling or I can pick this choice, my guest must call me. In this case, I can add my desired contact number here and the great thing with Calendly is that it’s not going to display this number until they have actually booked the consultation. If somebody 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’ve reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their contact number. I’m gon na say update, that’s gon na conserve that option here. If you have multiple events 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 neglect particularly. So 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 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 company name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they understand what they’re getting.

Now once 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