Zapier Calendly Tutorial – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re just searching for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to allow people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account once you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that really everything is based around your relationship with Calendly and your calendar, and we desire 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 enables Calendly to book those appointments straight to your calendar however it likewise allows Calendly.

And what I imply by this, is things beyond just Calendly consultations but things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 encourage you to submit an image.

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

Let’s say develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to add a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the choice that you select, you may have some additional choices waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to display this number up until they have actually booked the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they’ve booked the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na ignore particularly if you have several occasions 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, just something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have offered. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting too.

Now when we hit 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

Zapier Calendly Tutorial – 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 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 add one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly consultations however things that are taking place possibly 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 publish an image.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your company or possibly it’s your full 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 site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications happen. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that people can pick from and when they click one of 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 occasions 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. So let’s return to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets numerous guests meet with you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for one-on-one meeting.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have offered.

Now when we hit 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