Can You Schedule Appointmnets In Calendly And Tag Them In Convertkit 2022

Are you a specialist, a freelancer or maybe you’re simply looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand 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 utilized Calendly for a while now. It is a really simple and fast tool to allow people who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. So 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 among 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 since actually everything is based around your relationship with Calendly and your calendar. 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 enables Calendly to book those consultations straight to your calendar however it likewise enables Calendly.

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 conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image.

Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your complete name. Remember, 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 directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those modifications occur. 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 which welcome message. I’ve got 2 occasions presently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Today let’s move on to the occasions themselves and how can you set up several occasions 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 truly 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 however let’s go and create a new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, most of individuals are using Calendly for one-on-one meeting.

Let’s say produce for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the choice that you pick, you may have some extra alternatives waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their contact number. I require to understand who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can include my desired phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have scheduled the visit. If someone 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 only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their telephone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na ignore specifically. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to possibly some of the other events that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they understand what they’re getting as well.

And finally, we can pick a various color. This is really handy if you have several occasions, I’m gon na pick red in this case just so it stands out from the other events that I’ve already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of

Can You Schedule Appointmnets In Calendly And Tag Them In Convertkit 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 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 suggest by this, is things beyond just Calendly consultations but things that are happening perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to look for conflicts more than simply the one that you have actually selected up here and you can likewise define which calendar to add those visits to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections established 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 stick 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. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and maybe a welcome message simply when they land 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 want to include here. And last but not least, we can click the my link.

Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your business 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 link from your site or your social networks 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, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications take place. I’m gon na click my link here simply to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events currently that individuals can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is actually our main page here on the home screen where you can add and edit existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. But for the most part, the majority of individuals are using Calendly for one-on-one meeting.

So let’s say develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, actually easy here. I can recognize, oop, Meeting 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending on the choice that you pick, you might have some extra alternatives waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their telephone number. I require to understand who I’m calling or I can choose this option, my guest ought to call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. 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 just after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with 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 currently talked briefly about having your domain 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 separate URL. So in this case once again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.

And last but not least, we can select a various color. This is extremely useful if you have numerous events, I’m gon na pick red in this case just so it sticks out from the other events that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of