How To Use Calendly To Get More Sales Appointments 2022

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 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 add one or more calendar accounts.

to check other reservations that you might have going on. And what I suggest by this, is things beyond just 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 below here, you can also look for disputes. You can utilize numerous calendars to look for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm 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 simply wan na encourage you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your good profile picture here along with your name and possibly a welcome message just when they land on your start page. Next action, 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 on the my link.

Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your business or perhaps 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 networks accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once 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 modifications happen. I’m gon na click on my link here just to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple 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 really our primary page here on the house screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one conference.

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 save that alternative here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have offered.

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 Use Calendly To Get More Sales Appointments 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 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.

to check other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly visits however things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have selected up here and you can also specify which calendar to include those visits to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. 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 simply wan na motivate you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here together with your name and maybe a welcome message simply when they arrive at your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And finally, we can click on the my link.

Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link 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 arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click on my link here just to show you where this shows up. This is the initial landing page where individuals 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 among those events, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up 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 really our primary page here on the home screen where you can add and modify existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We’ve got two options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several guests meet 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 most cases, the majority of people are using Calendly for one-on-one conference.

Let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really basic here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our second action is to include 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 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 pick telephone call in this case. And oftentimes, depending upon the choice that you select, you may have some additional choices waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their telephone number. I need to understand who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually reserved the appointment. 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 immediately, it’s just after they’ve booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na say update, that’s gon na conserve that option here. Down listed below we can add a description which is something you don’t wan na neglect specifically if you have numerous occasions that you’re gon na be offering to your users. I’m just gon na state, 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 perhaps some of the other events that I have available. And after that just listed below the description, we have our event 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 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. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they know what they’re getting too.

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