Calendly Michael Levy 2022

Are you a consultant, a freelancer or maybe you’re simply searching for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to allow people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account when you have actually 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 really everything is based around your relationship with Calendly and your calendar, and we desire 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 only permits Calendly to book those visits directly to your calendar but it also allows Calendly.

And what I mean by this, is things beyond just Calendly appointments however things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is absolutely 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 just wan na encourage you to submit an image.

Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your complete name. 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 just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here just to show you where this shows up. 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 occasions currently that people can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters into play. But now let’s move on to the events themselves and how can you establish several occasions so that it’s as simple for your potential 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 actually our main page here on the home screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one 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 state update, that’s gon na conserve 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 separate what this occasion is about compared to possibly some of the other events that I have readily available.

And finally, we can choose a various color. This is very handy if you have several events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Calendly Michael Levy 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 first places 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.

to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are happening possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for disputes. You can use several calendars to look for disputes more than simply the one that you have picked up here and you can likewise specify which calendar to add those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can validate with any calendar service consisting of 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 upload an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to include here. And lastly, we can click the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your organization or possibly 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 media 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, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those modifications occur. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s move on to the events themselves and how can you set up one or more events 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 include and edit existing events. I have actually got two events that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets numerous guests meet you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. But for the most part, the majority of people are utilizing Calendly for one-on-one conference.

Let’s state produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the choice that you select, you may have some extra choices 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 scheduling that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my invitee should 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 display this number until they have booked the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually 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 save that choice here. Down listed below we can add a description which is something you don’t wan na ignore specifically if you have numerous events that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to possibly some of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting too.

Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of