Edge Wealth Strategies Calendly 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 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 suggest by this, is things beyond just Calendly appointments however things that are taking place perhaps in your personal 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 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.

Now this is probably more important than you believe. 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 sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when 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 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 occasions currently that individuals can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more events 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 really our main page here on the house screen where you can add and modify existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets numerous invitees consult with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have available.

Now as soon as we hit 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

Edge Wealth Strategies Calendly 2022

We’re gon na get things kicked off by going into our menu, into our account as soon as 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 add one or more calendar accounts.

And what I suggest 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 really 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 just wan na encourage you to publish an image.

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

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 keep in mind, this is more than just 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, Meeting Scott, actually simple here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the option that you pick, you may have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. 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 have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. Down below we can include a description which is something you don’t wan na neglect specifically 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 conference 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 occasions that I have offered. And after that just 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 again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they know what they’re getting.

And lastly, we can pick a various color. This is very practical if you have numerous events, I’m gon na choose red in this case just so it stands out from the other events that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of