How To Manage Appointment Times On Calendly 2022

Are you a consultant, a freelancer or perhaps you’re just searching for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and really simple tool to allow individuals who have an interest in my organization and in my work to book time with me. I wan na show you how to get things started. So 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 among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since really everything 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 add one or more calendar accounts. This not just allows Calendly to book those appointments directly to your calendar however it likewise enables Calendly.

to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly visits however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize numerous calendars to look for conflicts more than simply the one that you have selected up here and you can also define which calendar to include those visits to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can authenticate 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. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile image here together with your name and perhaps a welcome message just when they arrive at your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And last but not least, we can click the my link.

Now this is probably more vital than you think. You’re gon na wan na put the name of your business or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be showing 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, once you’ve been finished with your account settings, let’s return to the house screen. I just 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. 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 two occasions presently that people can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s proceed to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential 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 really our main page here on the house screen where you can add and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of people are utilizing Calendly for individually meeting.

Let’s state produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just 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, Fulfilling with Scott, really simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include 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 meeting 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 phone call in this case. And oftentimes, depending upon the option that you pick, you may have some extra options waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I need to know who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. So if somebody is thinking about scheduling 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 have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na neglect specifically if you have numerous events that you’re gon na be providing to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have offered. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your service 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 separate URL. In this case once again, you wan na try make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting.

And lastly, we can pick a different color. This is extremely helpful if you have multiple events, I’m gon na choose red in this case so it stands apart from the other occasions that I have actually already created. 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 individuals book this occasion. So by opening this app, you’re gon na see a lot of

How To Manage Appointment Times On Calendly 2022

Are you a specialist, a freelancer or possibly you’re simply looking for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hey there 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 fast and extremely simple tool to permit people 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 started. So we’re gon na get things kicked off by going into our menu, into our account once you’ve joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar however it also permits Calendly.

And what I indicate by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other meetings 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 motivate you to upload an image.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got two occasions presently that individuals can pick 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.

Let’s say develop 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 just your reference. 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, truly basic here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the option that you choose, you may have some extra options waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this option, my invitee should 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 until they have actually booked the consultation. So if somebody is thinking about 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’ve booked 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 provide their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down listed below we can include a description which is something you don’t wan na neglect especially if you have several occasions that you’re gon na be using to your users. I’m just gon na state, this is a conference 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 then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service 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 separate URL. So in this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just copy and paste this link, they understand what they’re getting also.

Now once 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