Calendly Non Profit Pricing 2022

Are you an expert, a freelancer or possibly you’re just trying to find more leads and permitting people to easily 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 Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a quick and really simple tool to enable people who are interested in my company and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among 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 since actually whatever is based around your relationship with Calendly and your calendar. 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 permits Calendly to book those consultations straight to your calendar however it likewise allows Calendly.

to inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use numerous calendars to check for disputes more than simply the one that you have picked up here and you can also specify which calendar to include those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections established correctly. Simply select include calendar account here and you can authenticate 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 simply wan na motivate you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and possibly 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 business logo or some other image that you wish to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your service or perhaps it’s your complete name. I have actually got 2 occasions currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.

Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, really basic here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the option that you select, you might have some additional choices awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their contact number. I need to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have reserved the appointment. 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 away, it’s just after they’ve scheduled 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 offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na overlook specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps a few of the other events that I have offered. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting.

Now when we struck 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

Calendly Non Profit Pricing 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 very 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 suggest by this, is things beyond just Calendly visits but things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 submit an image.

You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got two occasions currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.

So let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just 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, really easy here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second step is to include a place 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 using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending on the option that you pick, you might have some extra alternatives waiting on you. Do I wan na choose if I will call my invitee 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 select this option, my guest needs to call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to show this number until they have booked 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 have actually booked the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have several occasions that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na overlook especially. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they understand what they’re getting.

And lastly, we can select a various color. This is extremely helpful if you have several events, I’m gon na choose red in this case just so it sticks out from the other events that I’ve currently created. Now once we hit 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. By opening this app, you’re gon na see a lot of