Calendly Extension 2022

Are you an expert, a freelancer or perhaps you’re just looking for more leads and enabling 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 Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to enable people who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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. Since actually whatever 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 include one or more calendar accounts. This not only enables Calendly to book those appointments straight to your calendar but it also enables Calendly.

And what I imply by this, is things beyond just Calendly appointments however things that are happening possibly in your personal 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 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.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or perhaps it’s your full name. But remember, 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 just copy and paste this and give it to people directly so that they can arrive on 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 show you where a few of those changes occur. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo 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 easy for your prospective leads or for your clients 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 main page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either create an individually conference or a group conference. Now a group conference lets several guests meet you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. But in most cases, the majority of people are using Calendly for individually conference.

So let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion 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. I’m simply gon na call this one, Satisfying with Scott, actually basic here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the alternative that you select, you might have some extra options waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this option, my invitee must call me. In this case, I can add my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone 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 state, I will call my guests ’cause I’m gon na ask them to supply their telephone number. I’m gon na say update, that’s gon na conserve that option here. If you have several occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook particularly. So I’m simply gon na state, 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 a few of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service 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 separate URL. So in this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they understand what they’re getting also.

And finally, we can pick a different color. This is really helpful if you have multiple events, I’m gon na choose red in this case so it stands apart from the other events that I have actually currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of

Calendly Extension 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 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 add one or more calendar accounts.

And what I imply by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 motivate you to submit an image.

Now this is probably more important than you think. You’re gon na wan na put the name of your business or possibly 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 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, once 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 take place. I’m gon na click on my link here just to reveal 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 events currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters play. Today let’s carry on to the occasions themselves and how can you set up 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 primary page here on the home screen where you can add and edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We’ve got two options here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of people are using Calendly for one-on-one conference.

Let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an event 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. I’m just gon na call this one, Fulfilling with Scott, actually simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location 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 perhaps something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending on the alternative that you choose, you may have some extra options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have booked the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve reserved 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 to offer their contact number. I’m gon na say update, that’s gon na save that option here. If you have several occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na ignore particularly. I’m just 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 maybe some of the other occasions that I have available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service 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 say, meeting Scott, something like that, something that’s so simple for me to identify but also if I just 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 event. By opening this app, you’re gon na see a lot of