How To Setup Calendly 2022

Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a quick and really simple tool to allow people who have an interest in my business and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not just enables Calendly to book those appointments straight to your calendar however it also permits Calendly.

And what I imply by this, is things beyond just Calendly visits however things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very 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 motivate you to upload an image.

You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got 2 occasions currently that people 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 occasion type, which is gon na open up a brand-new screen.

So let’s say develop for one-on-one. On this screen, the first thing that we require 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 simply gon na call this one, Meeting with Scott, really basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the option that you select, you might have some additional alternatives waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have booked the visit. So if someone 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 now, it’s just after they have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na overlook specifically. I’m just gon na say, 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 simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they understand what they’re getting.

Now once we hit 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

How To Setup Calendly 2022

Are you a specialist, a freelancer or possibly you’re just 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 need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to allow individuals who have an interest in my company and in my work to book time with me. 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 when 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 because truly 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 certain that you include several calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it also allows Calendly.

to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are occurring possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can use multiple calendars to check for conflicts more than just the one that you have picked up here and you can likewise define which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 encourage you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you want to add here. And last but not least, we can click the my link.

Now this is probably more important than you think. You’re gon na wan na put the name of your organization or possibly 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 connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at 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 just wan na show you where a few of those changes happen. I’m gon na click on my link here simply to reveal you where this appears. So 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 pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo comes into play. And now let’s proceed to the occasions themselves and how can you establish one or more occasions 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 truly 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 using at the moment however let’s go and create a new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group conference. Now a group conference lets several invitees consult with you at a single time. This might be fantastic 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 individuals are using Calendly for individually conference.

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 say upgrade, that’s gon na save that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have offered.

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