Calendly Katie Cross 2022

We’re gon na get things kicked off by going into our menu, into our account when 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

And what I indicate 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 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to upload an image.

Now this is probably more important than you believe. You’re gon na wan na put the name of your business or possibly 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 link from your website or your social networks accounts or you can just copy and paste this and give it to people straight 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 my link here just to reveal you where this shows up. 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 occasions presently that people can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters into play. Now let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually meeting or a group conference. Now a group conference lets several guests meet with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, most 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 give it an occasion name. Now keep in mind, this is more than simply your referral. 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, Meeting Scott, actually simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the alternative that you choose, you might have some extra options awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. If someone 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 away, it’s just after they’ve booked 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 offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have multiple events that you’re gon na be providing to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to maybe a few 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 or your organization 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 different URL. In this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I just paste this link and copy, they know what they’re getting too.

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

Calendly Katie Cross 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have actually selected up here and you can likewise define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your nice profile image here together with your name and maybe a welcome message just when they arrive on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And finally, we can click on the my link.

Now this is probably more important than you think. Most of the times, 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 site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click 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 have actually got two occasions currently that individuals 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 design comes into play. And now let’s carry on to the occasions themselves and how can you set up several events so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and modify existing events. I have actually got two events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets several invitees meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. But in many cases, most of people are utilizing Calendly for individually meeting.

So let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the option that you select, you may have some additional choices awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their telephone number. I need to understand who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my desired contact 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 visit. So if someone 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 immediately, it’s only after they’ve booked the time will this number be revealed. 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 conserve that alternative here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na overlook specifically. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps a few of the other events that I have offered. And after that simply 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 full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I simply copy and paste this link, they know what they’re getting.

And lastly, we can select a various color. This is really helpful if you have numerous occasions, I’m gon na select red in this case so it stands out from the other occasions that I have actually already developed. 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. So by opening this app, you’re gon na see a lot of