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YouTube

Calendly Tutorial - Setting Up and Managing Online Appointment Scheduling

Kevin Stratvert via YouTube

Overview

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Learn to efficiently manage appointments and streamline scheduling processes in this 19-minute video tutorial hosted by Elizabeth Parker. Master the fundamentals of appointment scheduling software, from creating a free account to advanced features like workflow automation. Discover how to set up working hours, implement buffer times, create various event types for one-on-one and group meetings, and customize booking pages with personal branding. Follow step-by-step instructions for calendar integration to prevent double bookings, configure communication settings, set up payment options, and utilize analytics for tracking scheduling patterns. Explore essential features including availability management, routing capabilities, workflow automation, and integration with popular apps. Perfect for freelancers, entrepreneurs, and professionals looking to optimize their scheduling processes and reduce back-and-forth email communications.

Syllabus

Introduction
Plans
Get started
Configure profile
Branding
Customize link
Set phone number
Calendar sync
Set up event details
Hosts and invitees
Scheduling settings
Booking page options & payments
Communications
Workflows
Multiple events
Share booking page
View scheduled events
Review workflows
Routing
Analytics
Availability
Integrations 7 apps
Final booking page
Wrap up

Taught by

Kevin Stratvert

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