How To Use Calendly (2024) Calendly Tutorial

How to use Calendly tutorial

Hello everyone. Welcome back to another video. In this video, we're going to be talking about Calendly and how

you can use this incredible app to schedule your daily routine, set around your tasks, and make your life work easier

Okay, and we're going to be talking about it in great depth and detail. So please do make sure to fully watch this video till the end

so you can get the full gist and detail of how you're going to use this amazing app

So to start things off, what we are going to want to do is

firstly, we're going to go over to Calendly.com. And over here, obviously, as you can see, I've signed in with my account

But you can sign in with your own account. You can go into products. You can see all the products that it provides you

Before going into the whole account thing, here are the plans for Calendly

And you can see, pick the perfect plan for your team. There's free, which is always free, obviously

Standard plan, which is $10 per seat per month. There's a team plan, which is $16 per seat per month

And then there's the enterprise plan, which is obviously the custom plan that you can add for yourself

However you want it to be. It has different core features as well

And it works like an absolute charm. So I'm going to go overhead to my account

And once we go over to your account, obviously, the setup and the signup process is really easy

So you're going to be good with that. It's not going to give you an issue or anything

So once you set it up and sign everything up, it's going to bring you here

And once you are over here, you have different appointments and all

So first of all, in Calendly, you have event types. And you can create different event types over here

And then there's schedule events, where you can schedule different events for yourself

There's workflows, where you can save time with different workflows, which is basically automations

And then there's routing. Routing or routing, however you want to call it

Which is qualify and schedule meetings instantly for yourself using different applications or integrations

So right now, let's come to event types. And let's create a new event type

And let's go into detail on what we're going to do with that. So there's four different event types

One-on-one, which is obviously one host with one invitee. So it's good for coffee chats or one-on-one interviews

or just one-on-one normal chat. Then there's group. One host with group of invitees

So it's good for different webinars, online classes, etc. And obviously, it's a group of people

So pretty incredible stuff. Then there's collective. Collective is more than one host with one invitee

So it's basically like a panel of employees. And they're trying to sell a pitch to their boss

So that's collective. So it's a group sales call or something like that

And then there's round robin. So one rotating host with one invitee

So that's basically what you can do. Right now, I'm going to go with group

So let's say I'm one person and I want to present to all the people

Now, obviously, to go with the upper groups, you are going to want to go with the higher upper plans

For now, it only allows us to make one-on-one. So let's go with this. You know, event name, I'm going to call this coffee chat

Okay, I'm just going to call it coffee chat. Once you call it coffee chat, there's a location

And in location, obviously, there's different things that you can go with

I'm going to go with a Google Meet, let's say. So if you choose things like Google Meet

it says you must configure your calendar locations to push events to a Google Calendar to host Google Meet to your web conference

So obviously, you can go ahead and do that as well. But as that loads up, yeah, here we are

So just go ahead and connect your Google Calendar to your Google Suite

I'm going to go with my Gmail account. And once you've gone with your certain Gmail account, click on allow

And once we click on allow, I'm just going to wait for things to load up. And once everything loads up, it's going to be pretty easy

and pretty normal scaling from there on out. So once we're over here, it says add a calendar account

Okay, and adding a calendar account, it's pretty easy, pretty simple. And the reason you're adding a calendar account is so that

they know that none of your events coincide with each other, right? Then you're going to give a description for this coffee chat that in this chat

we're going to be talking about the new upcoming project or the new clients that we're going to land, etc, etc

So just write a summary about those. You're going to add an event link and everything should be good to go from there

Now, once you have done that, let's say right now, I'm just going to add an in-person meeting or you can even add a phone call

So I will call my invitee. We're just going to do that. And you can also get an event link for the person

So I'm going to go with a color and I'm going to click on next. And once you click on next, this is the more in-depth demographic detail

So when can people actually book this event? 30 minute or 60 rolling calendar days

So the date range is setting a date range of dates when you can accept meetings

Invitees can actually schedule. There's 60 calendar days into the future or you can do 60 weekdays, whatever you want

So I'm going to go with 60 calendar days in those invitees can schedule

within a date range of like this to this. OK, just between this

Nothing, nothing before, nothing after. Then, you know, the duration of the meeting

Obviously, I'm going to go with 60 minutes because it needs to be a long meeting

How do you want to offer your availability for this type of event

Obviously, that totally depends on whatever type of meeting or scheduled event you want to go with

And once you do that, then you have additional options as well. So first of all, there's invitee questions where you can

ask the invitees name, email, phone number, etc. Then there's workflows where you can set up automations

around your events, such as emails and text notifications. Like, let's say you can set up an automation

If someone opts for your event, you can send them an automated email saying thank you or

you know, an automated email saying, you know, I appreciated that you joined the call

I appreciated that you joined the meeting, etc., etc. So, you know, just basic, you could say, housing stuff like that

That just creates a good idea or a good sense of work or a good sense of

you could say, good professional environment. So, yeah, then you can also collect payments from the person if, you know, if it's necessary

So, yeah, that's how you're going to create event types for yourself. Now, if you go back here, obviously

you're going to see that there's two events that are saved. One is going to be an appointment

The other is going to be the coffee chat that I set up. So, these are two events

Now, obviously, once you create an event, it's alternatively turned off. You are going to have to turn it on, okay

Now, once you turn it on, basically, both these events are going to be active and

you can start sending these out to people, which is pretty incredible. Then moving on, you can also create different things

So, obviously, this, you can create an event type that I just did. You can create a one-off meeting for yourself

So, you can invite someone to pick a time to meet with you. And then there's a meeting where you can schedule a group meeting after offering

times for a vote for yourself. So, yeah, basically, that's about it for this video

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And if you want to see more videos like this in the future, let me know down in the comments below and I will be making many more of these for you

But yeah, that's basically about it. If you enjoyed this video, drop down a like, subscribe to the channel

and I will see all of you incredible people next time. Goodbye