Zapier Calendly – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 simply Calendly visits however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your really 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 motivate you to publish an image.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I’ve got two occasions presently that individuals can choose from and when they click on one of those occasions, 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 brand-new screen.

So let’s say produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the choice that you pick, you might have some extra choices waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. 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 just after they have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be providing to your users. 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 separate what this occasion is about compared to possibly some of the other events that I have available. And then just 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 complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they know what they’re getting as well.

Now as soon as 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

Zapier & Calendly – Easy scheduling ahead

Are you a consultant, a freelancer or possibly you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a fast and very easy tool to allow individuals who are interested in my business and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that actually everything 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 permits Calendly to book those consultations directly to your calendar but it also permits Calendly.

And what I indicate by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other meetings 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 properly. 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 company or maybe it’s your full name. I’ve got two occasions currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.

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

Now when 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

Zapier Calendly – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the 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.

And what I mean by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 upload an image.

You’re gon na wan na put the name of your business or possibly it’s your complete name. I have actually got 2 occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.

So let’s state create for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really basic here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending on the choice that you select, you might have some additional choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their contact number. I require to understand who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually booked the visit. If someone 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 just after they have actually booked the time will this number be exposed. 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 upgrade, that’s gon na save that option here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na overlook particularly. So 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 has to do with compared to possibly some of the other occasions 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 organization name or maybe 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 state, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I simply copy and paste this link, they know what they’re getting.

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

Zapier & Calendly – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account once 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 check other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are happening perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can verify 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. If this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your beginning 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 include here. And finally, we can click the my link.

Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your service or possibly 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 link from your site or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to reveal 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’ve got two events presently that individuals can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes 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 easy for your potential leads or for your customers to come in here and book time with you. So 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 add and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but 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 new screen. We’ve got two options here, we can either create an individually meeting or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. But in many cases, the majority of people are using Calendly for individually meeting.

So let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, really basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the alternative that you pick, you may have some additional choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have booked the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can include a description which is something you do not wan na overlook particularly if you have numerous occasions that you’re gon na be providing to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other occasions 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 business name or maybe 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 specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they know what they’re getting.

Now once 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