Calendly Setup 2022

Are you a consultant, a freelancer or maybe you’re simply looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to allow individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things started. 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 top places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So 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 allows Calendly to book those consultations directly to your calendar but it also allows Calendly.

to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for disputes. You can use multiple calendars to check for conflicts more than simply the one that you have selected up here and you can also specify which calendar to include those visits to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections established properly. Simply select add calendar account here and you can authenticate 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 publish an image. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And finally, we can click on the my link.

Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your business or possibly 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 site or your social networks accounts or you can just copy and paste this and give it to individuals 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 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 2 events currently that individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy 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 really our primary page here on the house screen where you can include and edit existing events. I have actually got 2 events that I’m using at the moment but let’s go and create a new event from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an individually meeting or a group meeting. Now a group conference lets multiple guests 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. But in many cases, the majority of individuals are using Calendly for one-on-one meeting.

Let’s state create for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, actually simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting 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 select call in this case. And oftentimes, depending on the option that you choose, you may have some additional options waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this option, my guest ought to call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually booked the visit. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they’ve booked the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. Down below we can include a description which is something you do not wan na ignore particularly if you have several events that you’re gon na be using 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 event has to do with compared to perhaps some of the other events that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name 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 again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they understand what they’re getting.

Now when we hit 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 Setup 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 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 include one or more calendar accounts.

to inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly visits however things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use multiple calendars to check for disputes more than just the one that you have selected up here and you can likewise define which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can verify 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 encourage you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you wish to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your business or maybe it’s your full name. I’ve got 2 occasions presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.

Let’s say produce for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your recommendation. 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, Consulting with Scott, really simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular 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 pick telephone call in this case. And in many cases, depending on the choice that you choose, you may have some extra choices waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to show this number up until they have booked the consultation. If someone 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 away, it’s just after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na ignore specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly a few of the other events that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly 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 state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they understand what they’re getting also.

Now as soon as we hit 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