How To Schedule An Appointment With Calendly 2022

Are you a specialist, a freelancer or perhaps you’re just searching for more leads and enabling 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 know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to permit individuals who are interested in my service and in my work to book time with me. So I wan na reveal 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’ve joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 allows Calendly to book those consultations straight to your calendar but it also allows Calendly.

to examine other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are happening maybe in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can use multiple 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 appointments to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can authenticate with any calendar service including 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 publish an image. So if this is meetings or appointments that people are going to be scheduling with you, I advise that you put your nice profile picture here in addition to your name and perhaps a welcome message simply when they arrive at your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo or some other image that you wish to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your organization or maybe it’s your full name. 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. We gon na choose that new event type, which is gon na open up a brand-new screen.

Let’s state produce 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 reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a place 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 specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending on the option that you choose, you may have some extra choices awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their telephone number. I need to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have booked the consultation. 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 reserved 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 them to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have several events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na neglect specifically. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to maybe some of the other events that I have offered. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company 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 again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they understand what they’re getting too.

And last but not least, we can select a various color. This is really practical if you have numerous occasions, I’m gon na pick red in this case just so it sticks out from the other events that I have actually currently produced. 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 occasion. By opening this app, you’re gon na see a lot of

How To Schedule An Appointment With Calendly 2022

Are you a specialist, a freelancer or maybe you’re just looking for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a really simple and fast tool to enable people who are interested in my service 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 entering 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 because actually whatever 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 just allows Calendly to book those consultations straight to your calendar however it also enables Calendly.

to examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are happening maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to look for disputes more than just the one that you have picked up here and you can likewise specify which calendar to add those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can authenticate with any calendar service including 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 encourage you to submit an image. So if this is conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and possibly a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And lastly, we can click on the my link.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes take place. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. And now 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 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 primary page here on the house screen where you can add and modify existing events. I have actually got 2 events that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets several guests consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. But in many cases, most of people are using Calendly for one-on-one conference.

Let’s state produce 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 simply 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, truly basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add an area 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 using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the alternative that you choose, you may have some extra alternatives waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to know who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, 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 guests ’cause I’m gon na inquire to provide their phone number. I’m gon na say update, that’s gon na save that choice here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na ignore particularly. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service 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 once again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting.

And lastly, we can pick a different color. This is really handy if you have several events, I’m gon na select red in this case just so it sticks out from the other events that I have actually currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of