Making A Calendly Business Account
Hey, y'all! I just wanted to share with you how I've been using this amazing tool called Calendly in my consulting business. For those of you who don't know, Calendly is an online scheduling tool that helps streamline the process of booking appointments and meetings. It's been a game-changer for me, and I'm excited to share my tips and tricks for using it effectively.
How to Use Calendly
First things first, you'll need to create an account on Calendly. It's free to sign up and you can link your Google, Office 365, or Outlook calendar to keep everything in sync. Once you're signed up, you'll be taken to your dashboard where you can create new events, customize your scheduling pages, and manage your settings.
Step-by-Step Guide
1. Create a new event - Click on the "New Event Type" button on your dashboard and fill in the details about your event. You can choose the duration, location, and availability for the event.
2. Customize your scheduling page - Calendly provides a variety of templates that you can use to create a custom scheduling page for your events. You can add your branding, images, and custom fields to collect information from your attendees.
3. Share your link - Once you've created your event and customized your scheduling page, you can share your link with your clients or attendees. They'll be able to view your availability and choose a time that works for them. You can also embed the scheduling page on your website or social media profiles.
Tips for Using Calendly
Now that you know how to set up your events and scheduling page, here are some tips for using Calendly effectively:
1. Set your availability in advance - Make sure you have your availability scheduled in Calendly at least a few weeks in advance. This way, your clients or attendees have more options to choose from and can schedule meetings with you easily.
2. Send automated reminders - Calendly allows you to send automated reminders to your attendees before the meeting. This is especially helpful for virtual meetings, where attendees may forget to log in or join the call.
3. Use Zapier to automate follow-ups - If you're using Calendly to book sales calls or consultations, you can use Zapier to automatically send follow-up emails or create tasks in your CRM after the meeting. This saves you time and ensures that you're staying organized.
4. Keep your scheduling page up-to-date - Make sure your scheduling page reflects your current availability, especially if you have a busy schedule. If you're unavailable for a period of time, you can set your availability as "busy" or create blackout dates.
I hope this was helpful for y'all! If you're in the consulting business, I highly recommend giving Calendly a try. It's made my life so much easier and has helped me schedule more meetings with less hassle. Let me know in the comments if you have any questions, or if there are any other tools you recommend for scheduling and booking appointments!
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