Is There A Place To Leave A Note For A Meeting On Calendly 2022

We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the very 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 include one or more calendar accounts.

And what I mean by this, is things beyond just Calendly visits but 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 correctly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to publish an image.

Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing 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 straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 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. This is where the logo enters play. But now let’s carry on to the events themselves and how can you set up one or more occasions so that it’s as easy for your potential 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 truly our main page here on the home screen where you can add and modify existing events. I have actually got two events that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an individually meeting or a group conference. Now a group conference lets numerous guests meet with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But for the most part, the majority of individuals are utilizing Calendly for individually conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other events that I have available.

And lastly, we can select a various color. This is extremely useful if you have numerous occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of

Is There A Place To Leave A Note For A Meeting On Calendly 2022

We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the very 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 mean by this, is things beyond just Calendly consultations however things that are happening possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize several calendars to look for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Simply choose add calendar account here and you can verify with any calendar service including 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 just wan na motivate you to upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe 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 add your business 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 believe. You’re gon na wan na put the name of your service or perhaps it’s your complete name. But keep in mind, 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 simply copy and paste this and give it to individuals directly so that they can land on 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 show you where a few of those changes happen. I’m gon na click my link here simply to show you where this shows up. 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 choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Today let’s move on to the events themselves and how can you set up several events so that it’s as easy for your potential 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 edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for individually meeting.

Let’s say produce 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, Meeting Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell 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 perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the alternative that you select, you may have some additional choices waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this option, my invitee must 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 show this number till they have scheduled the appointment. If somebody is thinking about scheduling 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 scheduled 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 inquire to supply their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have several occasions 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 ignore especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to perhaps some of the other events 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 business name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they know what they’re getting.

And lastly, we can select a various color. This is very helpful if you have several occasions, I’m gon na choose red in this case so it sticks out from the other events that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of