Calendly Tutorial | Best Appointment Scheduling Software for Small Business
Тәжірибелік нұсқаулар және стиль
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
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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
Пікірлер: 109
Great video Stewart! Thank you so much for doing this! You are very good at explaining clearly and simply ! 👌
@StewartGauld
Жыл бұрын
My pleasure!
So helpful, as are all of your tutorials! Just got my Calendly all set up without a hitch, thanks to you.
@StewartGauld
Жыл бұрын
Great to hear!
Thank you so much! So helpful! Very well explained! Thanks!
@StewartGauld
Жыл бұрын
You're 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!
@StewartGauld
Жыл бұрын
Your welcome!
You are amazing Stewart! Thank you
@StewartGauld
Жыл бұрын
You are very welcome!
Thank you for this! Simple instructions for easy-peasy set up of my Calendly.
@StewartGauld
8 ай бұрын
Glad it was helpful!
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.
@StewartGauld
2 жыл бұрын
I’m glad you got value! I’ll also be sharing how you can embed Calendly onto your website soon.
excellent video as I'm just learning how to use Calendly!
@StewartGauld
Жыл бұрын
Glad it was helpful!
Thank you! this was great.
@StewartGauld
Жыл бұрын
Glad it was helpful!
Excellent Tutorial! Thank you!!!
@StewartGauld
4 ай бұрын
You're very welcome!
Amazing Tutorial! thank you :D
@StewartGauld
Жыл бұрын
Your welcome!
Thanks, I should be using this. Hope all is well!
@StewartGauld
2 жыл бұрын
Hey mate! This would be ideal for you to set up GBP paid consultations. Talk soon!
Thank you so much for this video.
@StewartGauld
Жыл бұрын
Welcome 🙏
Thank you very informative 👍🏾
@StewartGauld
Жыл бұрын
Welcome 🙏
One of the best video stewart!! appreciate it..
@StewartGauld
2 ай бұрын
Thanks!
Love it! Thank you :)
@StewartGauld
8 ай бұрын
Welcome 🤗
Thank you, great video!
@StewartGauld
Жыл бұрын
You are welcome!
This was great!!
@StewartGauld
Жыл бұрын
Thanks!
Amazing tutorial as always
@StewartGauld
7 ай бұрын
Thanks 🙏
Thank you.. great tutorial..
@StewartGauld
4 ай бұрын
Glad you enjoyed it!
Great Stuff Mate!
@StewartGauld
Жыл бұрын
Thanks mate
thank you for this great channel
@StewartGauld
Ай бұрын
Welcome!
Very helpful thanks
@StewartGauld
2 ай бұрын
Welcome 🤗
Thank you
@StewartGauld
Жыл бұрын
Welcome!
Wow! Lol! That was a lot for a 1st timer but thanks I retained a lot.
@StewartGauld
Жыл бұрын
You're welcome!
Thanks
@StewartGauld
4 ай бұрын
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?
@StewartGauld
2 жыл бұрын
Hey mate, Great question. It’s pretty basic. However, with the paid plans you have slight control over your branding.
This was helpful
@StewartGauld
2 жыл бұрын
I’m glad! Thanks 😊
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 😇🙏
@StewartGauld
6 ай бұрын
Hey! Unfortunately not yet. There is not simple integration for adding a discount.
Nice one 🌹
@StewartGauld
Жыл бұрын
Thanks! 🙌
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!
Hi Stewart. May I know what tool are you using for your awesome video tutorials? Thank you in advance! :)
@StewartGauld
Жыл бұрын
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!
@StewartGauld
6 ай бұрын
Hey! You should be fine if you have verified with Calendly. Yes just one record per domain is needed.
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 😀
@StewartGauld
Жыл бұрын
Yes you sure can! You can block specific days and times.
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!
@StewartGauld
8 ай бұрын
Hey! I will have to look into that!
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?
@StewartGauld
Жыл бұрын
Glad it was helpful! No, all you will need to do is add that payment option.
@delorestaylor7206
Жыл бұрын
@@StewartGauld Thanks!
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?
@StewartGauld
Жыл бұрын
Thank you! Try reconnect those calendars. Do you already have a Calendly account connected to them?
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.
@StewartGauld
10 ай бұрын
You can with teams in the professional version.
Do you know if Calendly allows Dail-pad video? Thank you, Charles Jackson,
@StewartGauld
11 ай бұрын
I do not think they do.
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?
@StewartGauld
Жыл бұрын
I would just use one calendar for both events that you need to track?
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!
@StewartGauld
Жыл бұрын
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?
@StewartGauld
Жыл бұрын
Yes you can do that if it's just the two of you.
Is google calendar schedule appointment free for personal google accounts or subscription to google workspace is necessary?
@StewartGauld
Жыл бұрын
Yes it's free.
Is there a link from you site to Calendly so you can make some money with it?
@StewartGauld
11 ай бұрын
There is not. I appreciate the thought though!
is there any way to set up reoccuring events/appointments?
@StewartGauld
Жыл бұрын
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!
@StewartGauld
10 ай бұрын
Are you sure? You should be able to see it here.
@Dosu04
4 ай бұрын
Check Calendar Sync
0:05 what mic are you using?
@StewartGauld
11 ай бұрын
Hey mate, I use a rode.
pls can you set multiple events on the the free plan?
@StewartGauld
Жыл бұрын
Only one active event at a time.
May I know what software you used to make your video?
@StewartGauld
Жыл бұрын
Hey! I use Wondershare Filmora
how can we get all our sales agents on one platform
@StewartGauld
Жыл бұрын
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?
@StewartGauld
Жыл бұрын
Sure is! I do highlight a few paid features too.
How can you add the questions before schedule?
@StewartGauld
7 ай бұрын
Good question, unfortunately, you cannot.
@user-ct3dr5su8g
7 ай бұрын
@@StewartGauld Actually, you can.
I can't find a Calendly tutorial that shows you how to test it out before you go live
@StewartGauld
Жыл бұрын
Hey! You can simply test it yourself before you share the link.