Calendly Eric Taylor 2022

Are you a specialist, a freelancer or possibly you’re just searching for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a very simple and fast 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 started. So we’re gon na get things kicked off by entering into our menu, into our account when you have actually registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it also enables Calendly.

to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are happening possibly in your personal life or other conferences that come 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 simply the one that you have actually selected up here and you can also specify which calendar to add those visits to. So this is absolutely gon na be your very 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 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 encourage you to upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your great profile image here together with your name and maybe a welcome message just when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And finally, we can click on the my link.

Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site 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 show you where a few of those changes occur. I’m gon na click my link here just to show you where this shows up. 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 occasions currently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s proceed to the occasions themselves and how can you establish several 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 truly our main page here on the home 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 occasion from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either develop an individually conference or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for one-on-one conference.

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 update, that’s gon na save that option here. I’m just gon na say, 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 perhaps some of the other occasions that I have available.

And lastly, we can select a various color. This is extremely useful if you have several occasions, I’m gon na choose red in this case so it stands out from the other occasions that I’ve already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of

Calendly Eric Taylor 2022

We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the 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 include one or more calendar accounts.

to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have selected up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate with any calendar service consisting of 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 encourage you to publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly a welcome message simply when they arrive on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you want to add here. And lastly, we can click the my link.

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

So let’s state produce for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your referral. 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 simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include an area 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 meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the alternative that you select, you might have some additional choices awaiting you. Do I wan na choose if I will call my guest 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 choose 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 until they have actually scheduled the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na neglect specifically if you have several occasions that you’re gon na be using to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly a few of the other events that I have offered. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company 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 different URL. In this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they know what they’re getting.

And finally, we can pick a different color. This is really handy 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 when 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. So by opening this app, you’re gon na see a great deal of