Calendly Security Review 2022

Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very easy and quick tool to allow individuals who are interested in my business 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 as soon as 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. And we want to go to calendar connections due to the fact that really whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those appointments straight to your calendar but it also allows Calendly.

to examine other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize numerous calendars to look for disputes more than simply the one that you have picked up here and you can also define which calendar to add those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections established properly. Simply choose include calendar account here and you can authenticate with any calendar service consisting of 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 encourage you to submit an image. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your great profile picture 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 quick stop at the branding page to add your business logo design or some other image that you wish to add here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got two events presently that individuals can choose 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.

So let’s say produce for individually. On this screen, the first thing that we require to do is provide it an event 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 just gon na call this one, Meeting Scott, truly easy here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a place 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 meeting such as using 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 oftentimes, depending on the alternative that you pick, you may have some additional options waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved 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 scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have numerous events that you’re gon na be offering to your users. 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 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 event link. Now we already talked briefly about having your domain name or your business 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 separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they know what they’re getting also.

And finally, we can choose a different color. This is really useful if you have several occasions, I’m gon na choose red in this case so it stands out from the other occasions that I’ve currently created. 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 individuals book this event. So by opening this app, you’re gon na see a lot of

Calendly Security Review 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 locations 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.

to inspect other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize multiple calendars to look for conflicts more than just the one that you have picked up here and you can also specify which calendar to include those consultations to. So this is definitely gon na be your really first stop to make sure 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 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. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you would like to add here. And last but not least, we can click the my link.

Now this is probably more vital than you think. You’re gon na wan na put the name of your business 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 link 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 arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click on my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters into play. And now let’s carry on to the occasions themselves and how can you set up one or more events so that it’s as easy 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 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 develop a new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several guests consult with you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other events that I have offered.

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