Calendly For Sales 2022

Are you a consultant, a freelancer or perhaps you’re just 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 show you everything you require to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to allow people who are interested in my company and in my work to book time with me. I wan na show you how to get things started. 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 first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it likewise permits Calendly.

And what I suggest by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal 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 just wan na encourage you to upload an image.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your company 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 website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes take place. I’m gon na click on my link here simply to show you where this shows up. So 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 occasions presently that individuals can select 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 enters into play. Today let’s move on to the occasions themselves and how can you establish 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 house screen where you can add and edit existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of people are utilizing Calendly for individually meeting.

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. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other occasions that I have offered.

Now as soon as 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

Calendly For Sales 2022

Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a quick and very easy tool to enable people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account as soon as you’ve joined 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 really whatever 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 add one or more calendar accounts. This not just permits Calendly to book those consultations directly to your calendar but it likewise enables Calendly.

to inspect other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly visits however things that are occurring possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to look for conflicts more than just the one that you have picked up here and you can likewise define which calendar to add those consultations to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate 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 submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, 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 include here. And lastly, we can click the my link.

Now this is probably more important than you believe. For the most part, you’re gon na wan na put the name of your business or maybe it’s your full name. However 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters 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 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 truly our main page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for individually meeting.

So let’s say develop for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your reference. 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 determine, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add 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 particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the choice that you choose, you might have some additional choices awaiting 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 reserving that time to note their telephone number. I need to understand who I’m calling or I can pick this alternative, my guest ought 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 show this number till they have scheduled the visit. So if someone is thinking about scheduling 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 just after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na save that choice here. If you have several events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na ignore especially. 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 event is about compared to maybe some of the other occasions that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or maybe your full 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 again, you wan na try make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting as well.

And lastly, we can choose a different color. This is really helpful if you have multiple occasions, I’m gon na pick red in this case just so it sticks out from the other events that I have actually already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of