Calendly Invite Meeting 2022

Are you an expert, a freelancer or maybe you’re simply looking for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a quick and very simple tool to enable individuals who are interested in my service and in my work to book time with me. So I wan na reveal you how to get things started. 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 top places that you’re gon na wan na go is up here to your account. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar but it also enables Calendly.

And what I imply by this, is things beyond just Calendly appointments however things that are occurring perhaps in your individual life or other meetings 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 properly. 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.

Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your organization or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to people directly so that they can land 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 just wan na show you where a few of those changes take place. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events currently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the events themselves and how can you set up several occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing events. I have actually got two events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got two options here, we can either produce an individually conference or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, the majority of people are using Calendly for individually meeting.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m simply gon na state, 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 possibly some of the other occasions that I have readily available.

And finally, we can choose a various color. This is really helpful if you have several events, I’m gon na choose red in this case just so it stands out from the other occasions that I’ve already created. 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 people book this occasion. So by opening this app, you’re gon na see a great deal of

Calendly Invite Meeting 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 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 imply by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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.

You’re gon na wan na put the name of your business or maybe it’s your full name. I have actually got two occasions presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.

So let’s state develop for individually. 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 just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform 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 utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the alternative that you select, you might have some additional alternatives awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the appointment. So if somebody is considering scheduling 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’ve booked the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you do not wan na neglect especially if you have numerous occasions that you’re gon na be using to your users. I’m simply gon na state, 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 perhaps some of the other events that I have available. 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 service name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they know what they’re getting.

Now as soon as we hit 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