Calendly Tutorial | Best Appointment Scheduling Software for Small Business
Vložit
- čas přidán 27. 07. 2024
- Today, I dive into an updated Calendly tutorial for beginners and share how you can set up and use Calendly to create online scheduling forms.
Calendly helps you arrange appointments, meetings and consultations using online booking forms rather than using back and forth messy emails.
In this Calendly tutorial, I share both the awesome paid and free features.
► Check out the full written guide over on our website here:
stewartgauld.com/best-appoint...
► Today we navigate through the below chapters for this Calendly tutorial:
0:00 Intro
01:17 Getting started
01:32 Pricing
03:56 Sign up for free
06:17 Home dashboard
06:36 Connect calendar
07:42 Create booking form
08:06 Create event type
10:29 Edit availability
15:01 Add invitee questions
16:52 Workflows
17:28 Notifications
19:34 Confirmation page
20:36 Preview
21:25 Final thoughts to share
23:27 Outro
► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: mailchi.mp/71ac3fcdbfdf/stewa...
Let me know if you found this Calendly tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#calendly - Jak na to + styl
Great video Stewart! Thank you so much for doing this! You are very good at explaining clearly and simply ! 👌
My pleasure!
So helpful, as are all of your tutorials! Just got my Calendly all set up without a hitch, thanks to you.
Great to hear!
Thank you so much! So helpful! Very well explained! Thanks!
You're very welcome!
You are amazing Stewart! Thank you
You are very welcome!
Thank you for the valuable insights provided in this excellent tutorial. It has been instrumental in optimizing our Calendly account to be an asset in our workflow, rather than a hindrance. Thanks for sharing!
Your welcome!
Thank you for this! Simple instructions for easy-peasy set up of my Calendly.
Glad it was helpful!
Excellent Tutorial! Thank you!!!
You're very welcome!
Thank you! this was great.
Glad it was helpful!
Amazing Tutorial! thank you :D
Your welcome!
Hi Calendly,
It was a great share! I am thinking of adding Calendly to my website. This way my clients will be able to book appointments with me easily. Thanks a lot for sharing this amazing video. It really was a very helpful tutorial, and I learned a lot from it. Several friends of mine are using it as well, and they have recommended it to me as well. I will definitely refer to this tutorial when I add it. Thanks a lot for sharing this.
I’m glad you got value!
I’ll also be sharing how you can embed Calendly onto your website soon.
Love it! Thank you :)
Welcome 🤗
One of the best video stewart!! appreciate it..
Thanks!
This was great!!
Thanks!
Thank you, great video!
You are welcome!
excellent video as I'm just learning how to use Calendly!
Glad it was helpful!
Thank you very informative 👍🏾
Welcome 🙏
Thank you so much for this video.
Welcome 🙏
Thanks, I should be using this. Hope all is well!
Hey mate!
This would be ideal for you to set up GBP paid consultations. Talk soon!
Great Stuff Mate!
Thanks mate
Amazing tutorial as always
Thanks 🙏
thank you for this great channel
Welcome!
Thank you.. great tutorial..
Glad you enjoyed it!
Thanks
Welcome
Very helpful thanks
Welcome 🤗
Thank you
Welcome!
This was helpful
I’m glad! Thanks 😊
Nice one 🌹
Thanks! 🙌
Wow! Lol! That was a lot for a 1st timer but thanks I retained a lot.
You're welcome!
Thanks for this. Love all your useful videos! I am in the research phase at the moment and wondering what the Google calendar email looks like that is sent from calendly. Can you customise it?
Hey mate,
Great question. It’s pretty basic. However, with the paid plans you have slight control over your branding.
Hey Stewart, great video my man! I had a question about the scheduling. Is there a setting that doesn't let my students schedule hours in the current week that we are in? In other words they always have to schedule for the following week, I know you could possibly just put 7 days for the number of days after that given time that they are allowed to book a class, but I don't want to do it like that because 7 days later can land them any day of the week for the following week depending on what day they are on. I just want to enable it to only be able to schedule for the following week, and giving them the whole week to choose from. Does that make sense? Eagerly awaiting your answer, thanks for this awesome video btw!
Thank you for the clear and well presented information! Is there a way to create a discount/coupon code once you have integrated stripe into your calendly schedule? I'm having trouble trying to find a way to do this. Appreciate any help 😇🙏
Hey!
Unfortunately not yet. There is not simple integration for adding a discount.
This was great information! Can you please clarify something? Is it possible to list only a block of time slots that you are available on certain days of a calendar? Example: 30 minute appointments are available on Friday between 1:00 pm -5:00pm?
Thanks 😀
Yes you sure can! You can block specific days and times.
Hi Stewart. May I know what tool are you using for your awesome video tutorials? Thank you in advance! :)
Hey Jefferson,
We use Invideo, Canva and Wondershare for editing.
I've just discovered your great tutorials! I watched your video about adding an SPF record for Google and I'm wondering if you added a small bit of code to that SPF record to also allow Calendly to send email from your domain email also? (I believe we can only have one SPF record per domain?) Thanks!
Hey!
You should be fine if you have verified with Calendly. Yes just one record per domain is needed.
Great tutorial, Stewart! Can you recommend a programme that allows a customer to choose the duration of a booking? Perhaps a drop down of different options? I was hoping to use Calendly due to it integrating with Google calendar but I’m now thinking it might not be best suited. Many thanks!
Hey! I will have to look into that!
Outstanding video. Thanks for sharing. Quick question. I integrated my google and outlook calendars but the scheduled events are not populating on those calendars. Any suggestions?
Thank you! Try reconnect those calendars. Do you already have a Calendly account connected to them?
Thanks Stewart this video was great!!! I created my free calendar. In the future when I want to switch to the professional calendar to receive payments will I have to create the calendar from scratch?
Glad it was helpful! No, all you will need to do is add that payment option.
@@StewartGauld Thanks!
Do you know if Calendly allows Dail-pad video? Thank you, Charles Jackson,
I do not think they do.
I have the professional version i would like to know if there is a way to upload a logo for branding each even. I have 4 different logos/Brands I need to use.
You can with teams in the professional version.
Great Video! What if you have different duration time of appointment in one day and want to send that Calendly link to the invitee? seems like Calendly doesn't show different duration schedule to book. for example I want to start my appointment at 12pm to 2pm and the next one 3pm to 8pm. when I wrote the duration for 5hrs or the total of 8hrs Calendly doesn't even show any availabilities. it shows only when multiple appointments are in the same duration. also I saw you have to make different calendar for that kind of schedule, then do I have to send two or more Calendly links of the calendar to the invitee? I usually send out the schedule emails at once in a group and every invitee has different duration. so this is a little tricky. hope I can get some answers!
Welcome! You have complete customization of your start and end times. This shouldn't be a problem.
I’m consider this because I have a VA who books calls for me and need something to organise the appointments.
Do you know if I need a multiple seat option or would we be ok with a free account where she logs in as me, books the call, then I can log in and see them?
Yes you can do that if it's just the two of you.
Could you tell me Stewart how I set up a Calendly account when I have two jobs? I have a 12 hour 4 shift a week job and then my small business which work on my days off. My 12 hour job it rotates every week, so no week is the same, but I have it programmed into my Google calendar. So if I set up another email for my small business and use that to book appointments online on my days off and use my google calendar with my work schedule programmed into it, will this allow for floating scheduling within Calendly that wont over book ? Also does this fall within the parameters of a free account?
I would just use one calendar for both events that you need to track?
Is google calendar schedule appointment free for personal google accounts or subscription to google workspace is necessary?
Yes it's free.
Is there a link from you site to Calendly so you can make some money with it?
There is not. I appreciate the thought though!
May I know what software you used to make your video?
Hey! I use Wondershare Filmora
0:05 what mic are you using?
Hey mate,
I use a rode.
is there any way to set up reoccuring events/appointments?
Hey Abby,
I will have to look into this.
Question, my account doesn't have the "Calendar connections" option. Is it perhaps updated or something? Thank you!
Are you sure? You should be able to see it here.
Check Calendar Sync
pls can you set multiple events on the the free plan?
Only one active event at a time.
how can we get all our sales agents on one platform
You mean using Calendly?
hi i just want to make sure that all this super explanation was for calendly free plan and not the paid one?
Sure is! I do highlight a few paid features too.
How can you add the questions before schedule?
Good question, unfortunately, you cannot.
@@StewartGauld Actually, you can.
I can't find a Calendly tutorial that shows you how to test it out before you go live
Hey!
You can simply test it yourself before you share the link.