Calendly Workshop Sign Up 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 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 examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are taking place possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to add those appointments to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections set up correctly. Simply choose add 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 simply wan na encourage you to publish an image. If this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next step, you also 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 the my link.

Now this is probably more important than you think. You’re gon na wan na put the name of your service or possibly 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 website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this shows up. So this is the initial 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 pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Today let’s proceed to the occasions themselves and how can you set up one or more occasions so that it’s as simple 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 truly our main page here on the house screen where you can include and edit existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. But for the most part, the majority of people are using Calendly for individually meeting.

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. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the option that you select, 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 require the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can add my wanted phone 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 visit. If somebody is thinking about reserving 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 have actually booked the time will this number be revealed. 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 state update, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have numerous occasions that you’re gon na be using to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization 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 different URL. So in this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply copy and paste this link, they know what they’re getting also.

Now as soon as 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 Workshop Sign Up 2022

Are you a specialist, a freelancer or possibly you’re simply looking for more leads and permitting individuals 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 utilize Calendly Hi everybody, 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 really easy and quick tool to enable people who are interested in my service and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when 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. And we want to go to calendar connections because truly everything is based around your relationship with Calendly and your calendar. 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 appointments directly to your calendar but it also allows Calendly.

And what I suggest by this, is things beyond just Calendly consultations but things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got 2 events currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-new screen.

So let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add an area 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 meeting 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 choose phone call in this case. And oftentimes, depending on the alternative that you select, you might have some extra alternatives waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their telephone number. I require to know who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the visit. If someone is thinking about reserving 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’ve scheduled 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 inquire to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na ignore especially if you have multiple events that you’re gon na be offering to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we already 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. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they know what they’re getting also.

And finally, we can choose a different color. This is really handy if you have numerous events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of