Set Up Calendly – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just trying to find more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and really simple tool to allow individuals who are interested in my business 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 as soon as 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. And we wish to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just allows Calendly to book those appointments directly to your calendar but it also enables Calendly.

to inspect other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to look for disputes more than just the one that you have picked up here and you can likewise define which calendar to add those consultations to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections set up properly. Just select add calendar account here and you can validate 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 motivate you to upload an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your great profile photo here together with your name and maybe a welcome message just when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you want to include here. And finally, we can click on the my link.

Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your complete name. However 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 straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to show you where this shows up. So 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 events presently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters 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 simple 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 really our main page here on the house screen where you can include and modify existing events. I’ve got two events that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that new event type, which is gon na open up a new screen. We have actually got two choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets numerous guests meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. But most of the times, the majority of people are utilizing Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. I’m just gon na say, 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 possibly some of the other occasions that I have readily available.

And finally, we can pick a different color. This is extremely useful if you have numerous events, I’m gon na pick red in this case just so it stands out from the other events that I’ve currently developed. Now as soon as 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 lot of

Set Up 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I imply by this, is things beyond simply Calendly visits however things that are happening possibly in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 motivate you to upload an image.

Now this is probably more vital than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. But 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 media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes occur. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can choose from and when they click 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 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 truly our main page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets several invitees meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But for the most part, most of individuals are utilizing Calendly for one-on-one conference.

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 recommendation. 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, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, 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 option that you choose, you may have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest ought to call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually booked the visit. If somebody is considering 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 state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have several events that you’re gon na be providing 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 occasion is about compared to maybe some of the other occasions that I have available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your business name or maybe your full 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 particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they know what they’re getting.

And last but not least, we can choose a various color. This is very practical if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of