Install Calendly 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 whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a quick and very simple tool to permit individuals who are interested 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 started by entering 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 wish to go to calendar connections since actually whatever 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 include one or more calendar accounts. This not only allows Calendly to book those consultations directly to your calendar however it also permits Calendly.

to inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also check for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to add those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate 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 submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and possibly a welcome message just when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to include here. And finally, we can click on the my link.

Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with 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 people 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 simply wan na reveal you where a few of those changes occur. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design comes into 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 easy 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 main page here on the house screen where you can include and modify existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either create an individually meeting or a group meeting. Now a group conference lets numerous guests meet you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one meeting.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that choice here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other events that I have offered.

Now as soon as we struck 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

Install Calendly 2022

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 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 mean by this, is things beyond simply Calendly visits however things that are occurring possibly in your individual life or other conferences that come up as a part of your day. This is definitely 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 simply wan na motivate you to publish an image.

You’re gon na wan na put the name of your company or maybe it’s your full name. I have actually got two events currently 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 select that brand-new event type, which is gon na open up a brand-new screen.

So let’s say create for individually. On this screen, the first thing that we require to do is offer it an occasion 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 just gon na call this one, Consulting with Scott, actually basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the choice that you select, you may have some additional 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 booking that time to list their contact 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 add my desired phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. So if someone is considering 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 scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply 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 ignore especially if you have numerous events that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to possibly some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your business 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 separate URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they know what they’re getting too.

Now once we struck 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