Calendly | Scheduling Is So Simple

by Michele Duwe, Miss Task | Planning-Organization-Productivity

Calendly | Simple Scheduling

Difficult scheduling meeting or discovery calls?

Calendly, simple scheduling solves an issue that a number of online business owners face. Have you had a prospect fill out the contact form, but nothing came of it because it took too much time and effort to actually get the discovery call scheduled? Would you like to stop the back and forth of scheduling all your meets? Scheduling is so simple when you use a scheduling tool.

Calendly allows a client or prospect to easily find a time that works for both of you! You can embed into your website, add a link to your pages and posts, or in your email marketing.

This tool is exactly how I like them, simple to use. They have a variety of plans! Pick from either the basic (which is free), a premium or Pro. Here is a link to the pricing page at Calendly.

Let’s talk about the features

It integrates with google calendar! This works great, as it will look at the calendar and provided times that are open for a discovery call. They also work with Outlook, Office 365 and iCloud if you are not a google calendar user. (This is basic feature)

It is able to detect the timezone! This is automatic so everyone is on the same page. Because we all have enough to do without having to convert timezones for meetings!

Events

Basic has 1 event type, Premium and Pro have unlimited! This is great if you offer a variety of different types of meetings/events/call options.

Notifications!

It will send notifications of the meeting. Can we really live without reminders?

Time to Prepare

Do you want to set up a 24-hour minimum so that a meeting is not able to be scheduled on the same day?

It works on all your devices!

Whether you would like to use it on your desktop, phone or tablet it will work with all of your devices.

Some great paid features are:

Customizing the email that is sent when a meeting is scheduled.
Setting up a buffer time. Do you want to block 10 minutes before so you are able to prepare? Plus, you would like 10 minutes after so that you can finish up any tasks that came up or notes of the call.
Would you like to limit to three calls a day? No problem, they have the ability to set the total number of meeting that you will allow being scheduled in a day.
Remove the Calendly branding.
Group events
- This is a great option for webinars or classes that you may offer to multiple attendees.
Reporting!
- How do you know if it is working if you aren’t able to look at reports?

Here is a link to the features page at Calendly.

Here is a link to the integrations available.

As with any software they are always evolving and adding new features, make sure to visit Calendly website for all the new and upcoming features!

Are you ready for an OBM?

Has your online business grown to the point that you need to bring on an Online Business Manager?

An Online Business Manager takes over the operations of your business. Clearing space and time for you to focus on building your business.

Are we a good fit?

Apply Now!

Organizing A Calendar

by Michele | Planning-Organization-Productivity

Organizing A Calendar

Organizing a calendar is one thing I've had done for years! It began when I created my first Google account. Not sure when exactly, but I do know that I'm in double digits for years and it was long before smartphones.

This is the glue that keeps us as a family on track and where we need to be.

When the kids were little, I created calendars for them inside of mine. Helping to keep track of playdates, birthday parties, and doctor appointments. Now that they are older and learning to manage a schedule, glad I've instilled in them the importance of having a calendar system in place.

Individual Calendars

The kids and my husband have individual calendars in addition to the family calendars. Their own calendars have been set up to sync with the family calendar.
If anyone adds to a personal calendar, it will show on everybody's calendars. This ensures we are not double booking.

Adding a calendar is easy peasy

Navigate to settings, under setting in the top portion of the menu it has the option to add a calendar. Select add a new calendar. A window will open for you to give the calendar a name and description.
Once the calendar been created, you can go into calendar setting to share it with family members. You can either give them access to view or edit.
Repeat this process until you have all the calendars that you need.

Business Calendar

This same process can be transitioned into organizing a work calendar as well. A few examples to create:
Social Media
Customers
Billable Time
Non-billable Time
Meetings
You can choose to turn a calendar off and on from view.

Hope this is useful. If you would like me to help with organizing a calendar system, set up a discovery call and we can chat about it.

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Little Side Note

Here is a link to the directions on How to Share Your Calendar.

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Organize Your Inbox Like A Pro

by Michele | Planning-Organization-Productivity

Organize your Inbox like a pro?

Would you like to know the secret to organize our inbox like a pro? Guessing the answer is heck ya!

Aww or should I say Ugh?

This seems to be the overall feeling that my customers have regarding email management. The task that must be done, but feels like it drains the life out of you someday.
With all the revenue generating tasks they could be doing, many customers are spending far too much time working on email.

This is my secret to get through the inbox in record speed

I read through my email twice daily. Once in the morning around 11 and once in the afternoon/evening when I'm planning the adventures for my next day.

Before you begin start a timer for 25 minutes…

For the first 5 minutes, I go through and sort the emails. They will go into the following folders in my inbox *Act Now, *Hopper, *Sort, or a specific customer. Organizing in this manner allows me to quickly and easily get to inbox zero.

*Act Now

I start with Act Now. Anything in this folder that I can be done in a few minutes I will do it now. Anything else will get a reply that I've received the message, and it will be added to the following day's task list. Psst… make this a template for a quick response.
This allows me to run my day and not be driven by email.

*Hopper

This folder is for all the items that I need to keep around, but do not want it taking up room in the inbox. For example, a webinar that you will attend or an email that I will need to reference in the future.