Calendly’s Chrome Extension 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.

And what I mean by this, is things beyond just Calendly consultations but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very 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 motivate you to submit an image.

Now this is probably 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. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect 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 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 show you where a few of those modifications take place. I’m gon na click my link here just 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 which welcome message. I’ve got 2 events presently that individuals can pick from and when they click among those events, they are also 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 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 actually our main page here on the house screen where you can add and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an individually conference or a group meeting. Now a group meeting lets multiple guests 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. In a lot of cases, the bulk of individuals are using Calendly for individually conference.

So let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting Scott, truly simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the alternative that you choose, you might have some additional choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can select this option, my guest should call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. So if somebody is considering 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 reserved 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 offer their phone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have several occasions that you’re gon na be offering to your users. 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 separate what this event has to do with compared to perhaps a few of the other events that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or maybe your full 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. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they understand what they’re getting.

And last but not least, we can choose a different color. This is very useful if you have numerous events, I’m gon na pick red in this case so it sticks out from the other events that I’ve already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of