What is going on everybody? It’s your boy, John D. Saunders. I’m here with a new remix. The Digital Block is back, baby!
I’m super excited to provide you guys with some really high-quality content. As you can see, I’m in the new digs. The new home office is definitely coming along.
Today, I want to talk about taking back your time and using this free tool to actually automate your calendar so you don’t have to worry about anything. To start, if you’re like me you probably go back and forth with clients or prospects when locking in the time to email or correspond with them.
You’re like, “Does 1 o’clock work on Tuesday? Does 3 o’clock work on Wednesday?” They’re like, “No, I have to pick up my kid,” or “No, I have to do this.” It’s a constant back and forth.
About a year and a half ago I found a tool called Calendly. This tool automates your entire calendar. You can block off times that you’re not available so people can’t book that time and then it automates the process where all you do is send the link and it gets taken care of.
I’m going to jump on my computer, show you guys how this works, and we’ll go through the process together. Let’s do this.
Okay, guys. First thing you want to do is actually go to Calendly.com. This is the platform where you can schedule meetings without the back and forth email. To add, it’s free for one type of event. In most cases, especially for us, we usually do meetings in 30-minute increments.
We only need the free option and we use it on a daily basis. You can scroll through all the options to learn more about it. You’re then going to hit “Sign Up.”
Once you get in, and I’ll login to my account so you can get an idea, you can have different types of events. Once you’re in here you’re going to go to “Event Types.” You can then create different types of events. You want to “Add a New Event Type.”
Is it going to be a one-on-one or a group setting? Let’s do one-on-one. The event name, let’s say we’re going to do “1 Hour Consultation.” We then add a location. You can either put a link to your go-to meeting, a link to Uber Conference, or whatever platform you use.
Then go to “Description/Instructions.” You want to keep this pretty consistent across the board. For “1 Hour Consultation,” we’ll just say, “Hey! Glad you signed up. You can join the meeting here.”
For us, since we use Uber Conference, another free tool – I’m all about free by the way – you can go in, copy the information, exit, and put the link here. Now anytime someone signs up for an event it’s logged into their calendar this automatically goes into the description/instructions.
You then have your Calendly link and just hit “Next.” This is the super dope part. You can create the event duration here. You can pick the general amount of how long it’s going to take. Data range, I usually have it infinitely.
You can then choose a time zone. You now need to setup your availability. This is probably the best part of it. For me, I usually work from about 8:00 AM to about 3:00 PM. I take a break and then might work that night from 10:00 PM to 12:00 AM. I usually only take calls between around 9:00 AM and 12:00 PM on specific days because I like to block out time to really grind.
Let’s do Monday. My availability will be 9:00 AM to 11:00 AM. Let’s just do this for one day so you can see. I’m then going to hit “Apply to all Mondays.” Now on Mondays you can only book me for that time.
If I were you, I’d go through each day and kind of set yourself up so you’re not always available, but you’re available in certain increments so you can allocate time towards other things.
Once you set that up, you’re going to hit next once more. All my information is in here. You can actually do additional options. You can have invitee questions asking specific questions before they get on the call. You can do notifications where they get text notifications or email reminders.
Some of these features are in the paid version. You can then also add custom links and collect payments. For right now we’re going to keep it super simple. I’m now going to view the live event page, but let me make it live first. Click “Save & Close.”
Let’s go back to my “Event Types.” I’m going to turn this off momentarily and turn-on “1 Hour Consultation.” Now what you do is keep this link right here and share it with anyone that you want to correspond with. For example, if I send this link to a prospect they’ll go, see this calendar, and say, “I want to talk to him on Monday.” As you can see, it’s 9:30 AM.
That’s the only time I’m available. The reason why is because you can sync this with your Google Calendar. Because I blocked out 9:00 AM to 11:00 AM on Mondays, there is a conflict on my Google Calendar that makes it so I’m only available at 9:30 AM. To do that, you actually go to the Calendly app.
You go to “Calendar Connection” and then you can actually add in the specific calendars that you want to tie into Calendly. That’s what makes this platform so amazing. Again, I’m not getting paid for this. This is just a tool I use on a daily basis that I love. You actually sync it with your calendar. It’s synced with my Google Calendar.
I have different calendars on my list. I only have “5Four” and “Personal” highlighted. I can then actually choose which calendar the Calendly events go into. Again, this tool is just phenomenal and super easy to use, extremely user-friendly.
That’s it! Thank you, guys, for watching The Digital Block. I’m super excited to be back. I took an eight-month hiatus, but I’m back to provide you guys with quality content. I’m going to be doing this on a biweekly basis so make sure you subscribe and let’s do this thing. Peace!