Calendly Post Meeting Notification 2022

We’re gon na get things kicked off by going into our menu, into our account once 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.

And what I suggest by this, is things beyond simply Calendly appointments however things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 motivate you to publish an image.

Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing 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 individuals straight so that they can arrive at 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 a few of those changes happen. I’m gon na click on 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 two occasions currently that individuals can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. But now let’s proceed to the occasions themselves and how can you establish several events so that it’s as simple for your prospective 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 actually our primary page here on the home screen where you can include and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing 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 conserve that option here. I’m just gon na say, 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 perhaps some of the other events that I have readily available.

Now once 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

Calendly Post Meeting Notification 2022

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 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 include one or more calendar accounts.

And what I imply by this, is things beyond just Calendly visits but things that are happening perhaps in your individual 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 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 upload an image.

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

Let’s say create for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the alternative that you choose, you might have some extra alternatives waiting on 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 need to understand who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have reserved the consultation. 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 have actually booked the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their phone number. I’m gon na say 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 ignore especially if you have multiple events 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 distinguish what this event has to do with compared to perhaps a few of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your main 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 specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting also.

And finally, we can pick a various color. This is really valuable if you have several occasions, I’m gon na select red in this case so it sticks out from the other events that I have actually already developed. Now when we struck 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. By opening this app, you’re gon na see a lot of