Cloe Mareck Customer Success Manager Calendly 2022

Are you a specialist, a freelancer or maybe you’re just trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely easy tool to permit people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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. And we wish to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. 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 just allows Calendly to book those appointments directly to your calendar however it likewise enables Calendly.

And what I suggest by this, is things beyond just Calendly consultations but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your really 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 simply wan na motivate you to upload an image.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business or possibly 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 simply copy and paste this and give it to people directly 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 home screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here simply to show you where this appears. This is the initial 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 select 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. 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 customers 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 house screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an individually meeting or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for individually meeting.

Let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can inform our users upfront, is this an in person conference, a phone 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 noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the option that you select, you might have some additional options waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the visit. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, 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 invitees ’cause I’m gon na ask to supply their phone number. I’m gon na state update, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na neglect especially if you have several occasions that you’re gon na be providing to your users. 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 event is about compared to maybe some of the other occasions that I have readily available. And after that simply 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 but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they understand what they’re getting too.

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

Cloe Mareck Customer Success Manager Calendly 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 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.

And what I indicate by this, is things beyond just Calendly visits however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 company or possibly it’s your complete name. I have actually got two events currently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.

So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the choice that you pick, you may have some extra options waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their contact number. I require to know who I’m calling or I can select this choice, my guest must 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 show this number up until they have 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 right away, it’s only after they have actually reserved the time will this number be exposed. 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 say update, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na neglect specifically. So I’m just gon na state, 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 possibly some of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or possibly 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 try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they understand what they’re getting.

And lastly, we can select a various color. This is extremely useful if you have numerous occasions, I’m gon na choose red in this case so it stands out from the other occasions that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of