Setting Up Calendly 2022

Are you an expert, a freelancer or possibly you’re just trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a extremely easy and fast tool to permit individuals who have an interest in my organization and in my work to book time with me. So 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 as soon as you’ve 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 since truly everything 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 just allows Calendly to book those consultations straight to your calendar but it also permits Calendly.

to check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections established properly. 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And finally, we can click the my link.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your service or possibly 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 media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on my link here simply to reveal you where this appears. 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 occasions currently that people can choose 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 events so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return 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 events. I’ve got two events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either create an individually meeting or a group meeting. Now a group conference lets several guests consult 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 one-on-one conference.

Let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really simple here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps 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 on the option that you choose, you may have some additional choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this choice, my guest must call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. If somebody is thinking about reserving 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 have actually scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have several occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook particularly. 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 differentiate what this occasion has to do with compared to maybe some of the other events that I have readily available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they know what they’re getting.

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

Setting Up Calendly 2022

Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to enable people who are interested in my service and in my work to book time with me. I wan na reveal you how to get things begun. 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 top places that you’re gon na wan na go is up here to your account. Because actually whatever 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 only permits Calendly to book those visits directly to your calendar however it likewise permits Calendly.

And what I indicate by this, is things beyond just Calendly visits however things that are taking place maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 encourage you to publish an image.

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

So let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the option that you pick, you may have some extra choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can select this option, my invitee needs to call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. 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 state update, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na ignore particularly if you have numerous occasions that you’re gon na be using to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe a few of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your organization 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 separate URL. So in this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting also.

And finally, we can pick a various color. This is very useful if you have several events, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of