Round Robin 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 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.

And what I suggest by this, is things beyond just Calendly appointments however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely 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 simply wan na encourage you to publish an image.

You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got two occasions currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.

So let’s state develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, actually simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can tell our users upfront, is this a face to face meeting, 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 listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the choice that you select, you may have some additional alternatives waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my guest ought to call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. 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 now, it’s only after they have actually scheduled the time will this number be revealed. 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 alternative here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t 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 event is about compared to perhaps a few of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however also if I just paste this link and copy, they understand what they’re getting as well.

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

Round Robin 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

And what I mean by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 encourage you to publish an image.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business or maybe it’s your complete name. However 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 media accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click 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’ve got two occasions presently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo design comes 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 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 main page here on the house screen where you can add and modify existing events. I have actually got two events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of people are utilizing Calendly for one-on-one conference.

So let’s say develop for one-on-one. 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. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the alternative that you pick, you might have some additional options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. 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 right now, it’s only after they have actually booked the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na neglect specifically if you have several occasions that you’re gon na be offering 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 event has to do with compared to possibly some of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service 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 different URL. So in this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they know what they’re getting also.

Now once 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