How To Send A Calendly Invite 2022

Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and permitting individuals to quickly 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 everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a really easy and fast tool to allow people who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things started by going into our menu, into our account as soon as you have actually registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because truly 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 only permits Calendly to book those appointments straight to your calendar however it likewise enables Calendly.

to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits but things that are taking place maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to add those visits to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Simply choose include calendar account here and you can confirm 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 simply wan na motivate you to upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company 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 possibly it’s your complete name. I have actually got 2 events currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.

So let’s state create 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 simply your recommendation. 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 basic here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending upon the choice that you choose, you might have some extra alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone 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 include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact 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 guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na ignore particularly if you have multiple events that you’re gon na be using to your users. So I’m just gon na say, 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 possibly some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So possibly I’m gon na say, 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 also.

And last but not least, we can pick a different color. This is very handy if you have numerous events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of

How To Send A Calendly Invite 2022

We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 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 just Calendly consultations but things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 encourage you to publish an image.

Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or perhaps it’s your complete name. However 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click on my link here simply to show 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 have actually got two events presently that people can select 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. Today let’s proceed to the occasions 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. So let’s return 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 edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. However in most cases, most of people are utilizing Calendly for one-on-one meeting.

So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the choice that you select, you might have some additional options awaiting you. For instance, do I wan na select 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 pick this alternative, my guest should call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the appointment. If somebody is thinking about 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 exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact 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 ignore particularly if you have several events that you’re gon na be offering to your users. I’m simply 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 readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or possibly your full 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 again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however also if I just paste this link and copy, they know what they’re getting as well.

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