Can Calendly Automatically Remove Meeting Options If The Time Has Been Booked? 2022

Are you an expert, a freelancer or perhaps you’re simply searching for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to allow people who are interested in my company 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 began by going into our menu, into our account as soon as you have actually 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 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 enables Calendly to book those visits straight to your calendar but it likewise allows Calendly.

And what I indicate by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 simply wan na encourage you to upload an image.

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

So let’s state create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, 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, Meeting with Scott, really basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell 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 custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the choice that you pick, you might have some additional options waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their telephone number. I need to know who I’m calling or I can choose this option, my guest should call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually booked the consultation. If somebody is thinking about 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’ve 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 offer their phone number. I’m gon na say update, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na ignore particularly if you have multiple occasions that you’re gon na be offering to your users. 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 maybe some of the other events that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they know what they’re getting as well.

Now when 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

Can Calendly Automatically Remove Meeting Options If The Time Has Been Booked? 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to inspect other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Simply select add calendar account here and you can authenticate with any calendar service including 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 submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and maybe a welcome message just when they arrive at your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to add here. And finally, we can click on the my link.

Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your company or perhaps it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to individuals 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 return to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s carry on to the events themselves and how can you set up several occasions so that it’s as easy for your potential 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 actually our primary page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an individually conference or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for one-on-one conference.

Let’s state produce 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 simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can inform 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 possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the choice that you pick, you might have some additional choices waiting for you. For example, 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 note their contact number. I need to understand who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the consultation. If somebody is considering 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 just after they have actually reserved the time will this number be exposed. 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 upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na overlook especially if you have numerous events that you’re gon na be providing 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 events that I have available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain 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 once again, you wan na try make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they understand what they’re getting.

Now as soon as we struck 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