Calendly Teams 2022

Are you a consultant, a freelancer or maybe you’re just trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping 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 business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account when you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar however it likewise permits Calendly.

to inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can confirm 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 simply wan na encourage you to upload an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your nice profile photo here together with your name and maybe a welcome message simply when they arrive on your beginning 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 include here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I have actually got 2 occasions currently that people can choose 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 event type, which is gon na open up a brand-new screen.

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 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 offered.

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

Calendly Teams 2022

Are you an expert, a freelancer or possibly you’re just looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a extremely simple and quick tool to permit individuals who are interested in my organization and in my work to book time with me. So 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’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 only permits Calendly to book those consultations directly to your calendar but it also enables Calendly.

to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are happening possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can use several calendars to look for conflicts more than just the one that you have actually picked up here and you can also define which calendar to include those appointments to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can verify 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 motivate you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile image here in addition to your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you would like to include here. And lastly, we can click on the my link.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your organization or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with 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 individuals straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those changes occur. I’m gon na click my link here simply to show 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’ve got two events presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the events themselves and how can you set up one or more occasions 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 house screen where you can add and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We’ve got two choices here, we can either create an one-on-one conference or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of individuals are utilizing Calendly for one-on-one meeting.

Let’s say produce for one-on-one. 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 simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the choice that you pick, you may have some additional alternatives awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can pick this choice, my invitee should call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually booked 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 supply their phone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can add a description which is something you don’t wan na ignore particularly if you have multiple events that you’re gon na be offering 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 separate what this event has to do with compared to perhaps some of the other events that I have readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they know what they’re getting as well.

And last but not least, we can pick a various color. This is very helpful if you have several occasions, I’m gon na pick red in this case so it stands apart from the other events that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of