My Calendly Troubleshooting 2022

Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to permit individuals who are interested in my organization 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 entering into our menu, into our account as soon as you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 just permits Calendly to book those appointments directly to your calendar however it likewise allows Calendly.

to inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments 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 check for conflicts. You can use several calendars to check for conflicts more than simply the one that you have chosen up here and you can also define which calendar to include those consultations to. This is certainly 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 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 motivate you to upload an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your business or perhaps it’s your full name. I have actually got 2 occasions currently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.

So let’s state produce for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, 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, Consulting with Scott, truly basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing conference such as utilizing 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 in a lot of cases, depending upon the option that you pick, you may have some extra alternatives waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their telephone number. I require to understand who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they have actually scheduled the time will this number be exposed. In this case, I’m gon na state, 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 conserve that alternative here. If you have numerous events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na neglect especially. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to perhaps some of the other occasions that I have offered. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they understand what they’re getting also.

And finally, we can choose a various color. This is extremely helpful if you have several occasions, I’m gon na select red in this case so it sticks out from the other occasions that I have actually already developed. 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

My Calendly Troubleshooting 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 add one or more calendar accounts.

And what I suggest by this, is things beyond simply Calendly consultations but things that are happening maybe in your individual life or other conferences 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 correctly. 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 upload an image.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your business or perhaps it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to individuals 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 house screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here just to reveal you where this shows up. 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 events presently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters 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 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 home screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment however 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 brand-new screen. We’ve got two options here, we can either create an one-on-one conference or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be terrific 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.

Let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, really easy here. I can determine, oop, Fulfilling with 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 an in person meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the alternative that you pick, you may have some extra choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually scheduled the consultation. If somebody is considering booking 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 only after they’ve scheduled 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 supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na ignore specifically if you have multiple occasions that you’re gon na be providing to your users. 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 event is about compared to maybe some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting also.

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