Log In Calendly – Easy scheduling ahead

Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and very simple tool to permit individuals who have an interest in my service and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because actually 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 sure that you add several calendar accounts. This not only permits Calendly to book those consultations straight to your calendar but it likewise allows Calendly.

And what I indicate by this, is things beyond just Calendly consultations however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 submit an image.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media 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, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes occur. I’m gon na click my link here simply to reveal 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’ve got 2 events presently that individuals can select from and when they click on among those occasions, they are also 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 simple 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 actually our primary page here on the home screen where you can include and edit existing events. I have actually got 2 events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, the majority of individuals are utilizing Calendly for individually meeting.

Let’s state create for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include 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 utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the alternative that you select, you might have some extra alternatives waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can include my desired phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually booked the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na say upgrade, that’s gon na save that option here. Down below we can include a description which is something you do not wan na overlook especially if you have several events that you’re gon na be offering to your users. I’m just gon na say, 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 readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization 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 attempt make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting also.

Now as soon as 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

Log In Calendly – Easy scheduling ahead

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 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 include one or more calendar accounts.

to inspect other bookings 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 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 use numerous calendars to check for disputes more than just the one that you have chosen up here and you can likewise define which calendar to include those consultations to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections established properly. Simply choose add calendar account here and you can confirm 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 just wan na encourage you to upload an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you want to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your organization or maybe it’s your full name. I have actually got two events currently that individuals can select from and when they click on one of those events, they are also 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 produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing conference such as using 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 a lot of cases, depending on the option that you pick, you might have some extra alternatives waiting on you. Do I wan na choose 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 require to understand who I’m calling or I can select this choice, my invitee must call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. If somebody 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. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have several occasions that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na neglect specifically. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe a few of the other events that I have available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or possibly your complete name to get them to your main Calendly page however 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. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they know what they’re getting.

And last but not least, we can choose a different color. This is really handy if you have several occasions, I’m gon na pick red in this case just so it sticks out 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. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of