Calendly Creating Leads Owned By Inactive User 2022

Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hi everyone, 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 extremely simple and quick tool to allow people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things began by going into our menu, into our account once you have actually registered with Calendly. And one of 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 because truly whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those visits directly to your calendar however it also permits Calendly.

And what I indicate by this, is things beyond just Calendly consultations but 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 simply wan na motivate you to submit an image.

Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your service or maybe 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 connect from your website or your social media 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 home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click on my link here just to show 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’ve got 2 events currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s carry on to the occasions themselves and how can you set up one or more occasions 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 primary page here on the house screen where you can add and edit existing events. I’ve got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got two options here, we can either produce an one-on-one conference or a group conference. Now a group conference lets several invitees meet you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. However in most cases, the majority of individuals are using Calendly for individually meeting.

So let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific 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 select call in this case. And oftentimes, depending on the choice that you select, you might have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can choose this choice, 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 show this number up until they have booked the appointment. If somebody is thinking about 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. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down below we can include a description which is something you don’t wan na overlook specifically if you have multiple occasions that you’re gon na be offering to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have offered. And after that just listed below the description, we have our event 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 main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they know what they’re getting.

And lastly, we can select a various color. This is very practical if you have multiple occasions, I’m gon na select red in this case so it stands apart from the other events that I’ve already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of