Calendly Story 2022

We’re gon na get things kicked off by going into our menu, into our account as soon as 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 imply by this, is things beyond just Calendly visits but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 publish an image.

Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people directly 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 a few of those changes occur. I’m gon na click my link here just to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more 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 truly our main page here on the home screen where you can include and edit existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that 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 conference or a group meeting. Now a group conference lets several guests consult with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, most of people are utilizing Calendly for one-on-one conference.

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 conserve that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other events that I have offered.

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

Calendly Story 2022

Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a extremely easy and quick tool to enable people who are interested in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account as soon as you’ve joined 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 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 add one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it likewise permits Calendly.

And what I suggest by this, is things beyond just Calendly appointments however things that are taking place 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 encourage you to submit 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 organization or perhaps it’s your complete name. But 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 networks accounts or you can just copy and paste this and give it to people directly 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 house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here just to show 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’ve got two occasions currently that people can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your customers 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 main page here on the house screen where you can include and edit existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an individually conference or a group conference. Now a group conference lets multiple invitees meet you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, the majority of individuals are utilizing Calendly for one-on-one conference.

Let’s say develop for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the option that you choose, you might have some extra choices waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their telephone number. I require to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have scheduled 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 only after they’ve scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply 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 do not wan na overlook especially if you have numerous occasions that you’re gon na be providing to your users. I’m just 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 some of the other events that I have readily available. And then simply listed below the description, we have our occasion 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. So in this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they understand what they’re getting.

Now once 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