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good afternoon everybody or good morning wherever you are this is stephen moore and today we're gonna train you on how to easily set up appointments or have people add appointments to your calendar we're going to use a free service called calendly you can see you can go to calendly dot-com and set up a free account i already have an account set up so what I'm gonna do here is show you how to set up different types of settings here so it allows you to set up different types of meetings whether it's a phone call 15-minute meeting 30-minute meeting on the free account it allows you to only set up one type of meeting type which is fine because 30-minute meeting for me is is plenty I don't need to have all kinds of variability here and then had the outage fee there so what we're going to do here is you're going to set this up to sync with your Google Calendar so and then you can check which Google Calendar it's going to sync with so you can see here I've got multiple Google calendars here but I'm only one calendly to sync with my personal calendar my recruiting calendar and then my flight that I have when I set up flights and I fly so what will happen is calendly will dynamically allow people to set up meetings but it will avoid creating conflicts with any time slots that are already filled in any one of these three calendars and so again just check off which calendars you want to have calendly look at and it will avoid keeping conflicts and what will happen then is when people go on to a link that you can provide here you can see my link is right here and you can share your link and what we'll do here is I'll show you what my link looks like so I can send this to people and those people can see a link here and they can schedule a 30-minute meeting with me and I can even have it linked directly to here if I want by highlighting this and sharing this link and then they'll see my calendar so today Wednesday you'll see that the only time slots I have available are 4 or 4:30 p.m. I've set up where people can't schedule times with me after 5 o'clock through here but you can set that you can see here tomorrow you can see the different time slots where people can select any one of these so you can see here it's not allowing anyone to set an appointment at 3 o'clock or 3:30 because I'll bet if you go to my calendar here you will see that tomorrow I already have an appointment at 3 o'clock that's an hour so if I add any appointments to here when people look at my my link here it'll automatically delete these time slots so that so that it's completely dynamic and makes it easier for people to schedule directly with your calendar what will happen then is countly will send you an email notification when someone selects a time slot and that appointment will automatically show up on your calendar it's a really great system it'll even send reminders for people and all that kind of good stuff one of the things that you will want to do here is if you go into some of the calendar connections if I'm sorry not the connections the account settings I believe you can add a picture here for branding you can put your name you can create a welcome message that you want you can also go into event types and so if we see here these are different event types it will again it will only allow you to have one event type active on the free account if you want more options you know they'll be a fee for that so we're gonna go into the settings here and you can embed this into a website or whatever you want to do if you want to do some more advanced stuff but we're gonna go to the editing feature and what event is this so you can name the event you can add a color to it if you want and the location to it and these are different settings you can see here when can people book this event with me so you can say well I'm not working Sunday so Sunday is not an option but Monday through Saturday Monday through Friday from 9 to 5 people it will give people options to make appointments with me on Saturday it will give people options from 9:00 to 3:00 and you can also go down to some other settings here that's how far into the future can events be scheduled so if you leave this indefinitely that means there people can schedule an appointment in two weeks or a month and for our business we really want people to schedule appointments in a short amount of time so I originally had it set up where you can only book appointments within three or four days but I did notice that seven rolling days was actually better so for me I have it on seven days which means it'll only give people options to make an appointment with me for the next seven days if they want to make an appointment outside of seven days well then they'll just call me or send me an email to check my availability the next option here are additional options you'll see there's a question form and so it'll autofill their name and email prior to booking and I add an additional question which is their phone number so I want to be able to capture their phone number in case somebody makes an appointment with me and I don't happen to have their phone number I don't have it handy you can have this as an optional question I'm actually gonna now select it as a required question so when they book an appointment with me they'll they'll also have this field when they have to book their phone number if you want to add additional questions you can I think the more questions you have the more of a pain in this for people but I think the phone number is a an important one to know you can that have notifications here so people will get an email notifications which is what is recommended here they'll get a confirmation they'll get they can you'll get cancellations and then they'll get a reminder here and you can turn the reminders on and you can even personalize it so this is just the defaulted one and the default is it reminds you 24 hours in advance of that appointment so it'll remind the person that booked the appointment 24 hours in advance that they've got an appointment if you have the paid version you can have an additional reminders setup if you'd like so there are also availability options here and you can add blackout dates if you're going on vacation if you want you can here is a minimum scheduling notice so that means that if if it's three o'clock now people are gonna have to wait a half an hour before they can book an appointment so they can't schedule something immediately if you want a little bit more notification you can say they can't schedule an appointment with an hour or two hours or whatever you want to I find a half an hour is plenty because I get email notifications from calendly letting me know that someone made an appointment with me you can also create buffer zones before and after your events so if you want to create a 5 10 15 whatever buffer zone before and after event you can do that I've selected mine as zero and so this is a completely free service for the basic options I found the basic options are plenty to meet my needs and then I'm gonna show you something that I've also done is so what I've done is I've taken this shared link and then if I go into my CRM here in close and it doesn't need to be in this CRM it can be in any type of email signature so close Pro has a where is it mail settings and you can see in my signature that you can have it as just a link that you can highlight but what I've done is I've actually selected an image and I've added an image to my to my signature and then what I've done is I've embedded that link into that image so if you see here if you highlight this there is an option right here this chain link which means hyperlink when you select this it will then you can copy and paste that link to calendly here click Add and now if people click on this image the directly access or calendar so what I've been done here is in some of the email templates that you can get from me if you decide to join close let me know and there's a discount that we offer for our group but you can see here there's here's a template I created thank you for your interest and it says you know we had an overwhelming response let's plan on talking over the next few days what are some time options that work for you and then I also wrote if you prefer you can access my calendar to schedule a brief call by clicking the link in my signature so what it's instructing people to do is they can just click on here they can then see my my availability they can then click on the timeslot that works for them and that appointment then will end up showing up in their calendar it'll show up in my calendar and we'll both get email confirmations as well as reminders so this is something that'll save you a lot of time I hope you guys utilize it and have a great day