Calendly Deb Carter 2022

Are you an expert, a freelancer or possibly you’re simply looking for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and very easy tool to enable individuals who have an interest in my organization and in my work to book time with me. So I wan na show you how to get things begun. 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 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 truly everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you include several calendar accounts. This not just permits Calendly to book those visits directly to your calendar but it also allows Calendly.

And what I suggest by this, is things beyond just Calendly visits however things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is certainly 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 simply wan na encourage you to publish an image.

Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your organization 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 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 on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here just to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can choose 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 occasions themselves and how can you set up one or more events so that it’s as easy 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 add and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either create an individually meeting or a group conference. Now a group conference lets numerous invitees meet you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one meeting.

So let’s say produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, 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, Meeting with Scott, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the choice that you pick, you may have some extra options waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their contact number. I require to know who I’m calling or I can select this choice, my guest must call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve booked the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na neglect specifically if you have multiple events that you’re gon na be providing to your users. So I’m just gon na state, this is a meeting 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 readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization 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 different URL. So in this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however also if I just paste this link and copy, they understand what they’re getting.

And lastly, we can pick a various color. This is really useful if you have several occasions, I’m gon na choose red in this case so it stands out 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

Calendly Deb Carter 2022

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 places 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 suggest by this, is things beyond simply Calendly appointments however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly 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 simply wan na motivate you to publish an image.

Now this is probably more important than you believe. You’re gon na wan na put the name of your service or perhaps it’s your complete name. But remember, 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 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 go back to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple 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 actually our primary page here on the home screen where you can add and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of individuals are using Calendly for one-on-one meeting.

Let’s state produce 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 simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the option that you pick, you may have some extra choices waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require 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 option, my guest must call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have scheduled the appointment. So if somebody is thinking about reserving 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 state, 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. If you have numerous events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to perhaps a few of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your complete name to get them to your primary Calendly page but 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. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they understand what they’re getting.

And finally, we can select a various color. This is very valuable if you have multiple events, I’m gon na choose red in this case so it stands out from the other occasions that I have actually currently 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 individuals book this occasion. By opening this app, you’re gon na see a lot of