Behind The Tool: How to set up Calendly

Behind The Tool: How to set up Calendly

Before I do a deep dive into using Calendly for your client’s scheduling needs, let me just say this - the right scheduling techniques can help you knock out top client priorities without derailing momentum.

But to do that, you need to master the 7 keys I talked about in my last video. And I am here to help you do just that in today’s video!

In this video, we will be exploring Calendly and my 7 keys in detail using some real examples and action. We are focusing on Calendly because it's seamless and this tool just keeps getting better and better.

Here’s some more of what we will be talking about:

👉Using real examples to build events for scheduling
👉Internal and external naming conventions
👉Editing and adjusting availability
👉Setting up questions in line with your strategy
👉Exploring workflows in line with your scheduling
👉Looking at notification and cancellation policies
👉Discovering the confirmation and thank you page
👉Exploring the option to collect payments for certain events
👉Learning email integrations

So are you ready to become a scheduling master? Jump right in!

Don’t forget to stay tuned to my channel for only the very best tech VA tips!