How Do You Use Calendly 2022

Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a really simple and fast tool to enable individuals who have an interest in my service and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar but it also allows Calendly.

And what I mean by this, is things beyond just Calendly consultations however things that are occurring perhaps in your personal life or other conferences 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 simply wan na motivate you to publish an image.

Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your company 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 media accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal 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 initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that people can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters into 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 simple for your prospective leads or for your clients 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 main page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for one-on-one conference.

Let’s state produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, really simple here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending upon the option that you pick, you might have some additional alternatives waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this option, my guest ought to call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have scheduled the visit. If somebody is considering 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 have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that choice here. Down below we can add a description which is something you don’t wan na neglect particularly if you have numerous events 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, simply something so they can separate what this event is about compared to perhaps a few of the other occasions that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they know what they’re getting as well.

And lastly, we can choose a different color. This is really practical if you have multiple events, I’m gon na choose red in this case so it sticks out from the other events that I have actually already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of

How Do You Use 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 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 indicate by this, is things beyond simply Calendly visits however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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 service 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 connect from your site or your social media 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 have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those modifications occur. I’m gon na click on my link here simply to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s carry on to the occasions themselves and how can you establish several 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 truly our main page here on the house screen where you can include and modify existing occasions. I have actually got 2 events that I’m using at the moment but 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 options here, we can either develop an individually conference or a group conference. Now a group conference lets numerous invitees meet 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. But most of the times, most of people are using Calendly for one-on-one meeting.

So let’s state develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell 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 perhaps something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the choice that you select, you may have some additional options awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. So 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 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 state update, that’s gon na conserve that choice here. Down listed below we can include a description which is something you don’t wan na overlook 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, just something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they know what they’re getting.

Now as soon as 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