Calendly Higher Education Nonprofit 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 locations that you’re gon na wan na go is up here to your account. The 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 simply Calendly appointments however things that are occurring maybe in your individual life or other meetings that come up as a part of your day. This is absolutely 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 just wan na encourage you to publish an image.

Now this is probably 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 full 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 media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here simply to show 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’ve got 2 occasions currently that individuals can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters into play. Today 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 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 primary page here on the house screen where you can add and modify existing events. I’ve got two events that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got two options here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But in many cases, most of individuals are utilizing Calendly for individually conference.

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 individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the option that you choose, you may have some extra options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can pick this option, my guest ought to call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually reserved the appointment. So 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 now, it’s only after they have actually scheduled the time will this number be exposed. 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 conserve that option here. Down listed below we can add a description which is something you don’t wan na overlook especially if you have several occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe a few of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or perhaps 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 particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they understand what they’re getting too.

And last but not least, we can select a different color. This is really practical if you have multiple events, I’m gon na select red in this case so it stands apart from the other events that I have actually already produced. 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. So by opening this app, you’re gon na see a lot of