Zen Planner Vs 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 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 add one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly visits however things that are happening possibly in your individual 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 properly. 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 publish an image.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your organization or perhaps 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 connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can select from and when they click on one of those events, 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 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 primary page here on the home screen where you can include and edit existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an individually meeting or a group conference. Now a group meeting lets numerous guests meet you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of people are utilizing Calendly for individually meeting.

Let’s state produce for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a place 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 possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the choice that you pick, you might have some additional alternatives waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to know who I’m calling or I can select this choice, my guest should call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they’ve reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na neglect particularly if you have numerous events that you’re gon na be offering to your users. So 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 event is about compared to perhaps a few of the other events that I have available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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 again, you wan na try make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they know what they’re getting.

And finally, we can choose a different color. This is very useful if you have multiple events, I’m gon na pick red in this case just so it stands out from the other events that I have actually currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of

Zen Planner Vs 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 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 reservations that you might have going on. And what I mean by this, is things beyond simply Calendly visits but things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have picked up here and you can likewise specify which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can authenticate 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. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your great profile picture here in addition to your name and perhaps a welcome message simply when they arrive at your start page. Next action, you also wan na make a fast 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 company or possibly it’s your full name. I have actually got 2 events currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.

So let’s say develop for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this an in person meeting, 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 extra choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I require to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the visit. So if someone is considering 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 only after they have actually reserved 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 alternative here. Down below we can add a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case 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 simple for me to recognize but likewise if I simply paste this link and copy, they understand 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