Hi lovely people. Today we are going to have a little look at how to integrate
our calendar into our funnel. Now, you can pretty much put the calendar in at
different points, so what I will do is share my screen with you here and then
you can have a look at what I am looking at, right. So I'm in ClickFunnels and
I've got a whole bunch of different things here. Let's just go back to a
funnel where I actually have my calendar in it,
so.
Okay, so if I go to my 'Lead Magnet Opt in and Thank You Funnel', that's probably the
best example. So at any point you can actually ask the client to, you know,
contact you, book an appointment with you, book a free consultation. This is
probably the easiest and best way to get a client in the door and so that's why I
highly recommend that you add this step to your funnels.
So under this funnel here you can see that's the download page, but if we go to
the 'Thank You Page', on that-- so once they've downloaded my lead magnet, the
first thing I do is - they've got a video there they can watch and they can see
all the information about how to use the lead magnet. And then the second call to
action, second thing that they can do, if we have a look further down the page here,
is 'Click Here to Book Your Discovery Call Now', right. So yeah, so you can call
the call whatever you want, Breakthrough session call, Discovery call, um,
a Find out more call, you can even have them go click to just book an
appointment in your calendar. But you just remember, you're specific about what that
appointment is, is it a one-on-one catch-up in person, is it a call, etc.
Obviously we're in the online
environment, so it's always gonna be a call and I highly recommend for your
calls that you do them face to face, so even if you're in the online environment,
you can do that via Zoom. Zoom is what I'm using to record my video right now
guys, so it's an awesome tool and it's free for the basic program and it's
definitely worthwhile having. So, you can click here to book your discovery call.
So, all we need to do in terms of setting this up is we're just like, if we were
adding this from scratch, imagine there's no button there, we can basically just go
in. I'm just gonna put another button in so you can see how this works. So
we're just gonna click on that and we're gonna find the 'Search Elements' which
we've got; 'button', so you can just type like that and you can see here's the
button, right. So we just move the button over wherever we want.
Let's just put it directly beneath the video, 'cause that was gonna make life easy.
Now automatically that button's gonna have 'Click to Sign Up ', okay, but we're
gonna obviously change that. So we just go through and we actually just can go
to the settings, yeah, and we can set the action to whatever we want it to be. So
say for example I wanted the action to 'Book Your Breakthrough Session Call', yeah.
Can you see that guys? Yep and I can obviously make this bigger,
smaller, whatever, yeah, so let's just make the font size a little bigger which
would make the button size bigger too, right. And so now it's-- I've got the
button there, but it's not actually taking me anywhere, so I need to set the
action. So let's go to the 'Settings' again and we're gonna click on the 'Set Action'
button and there's a whole bunch of things here that you can do as a 'Set
Action Button'. Some of them are like, they're gonna submit the order, some will
open an actual pop up for you, but mostly the one we're gonna be using is 'Go to
the website URL'. Literally from here we open it in the same window, you can also
have it open in a new window if you prefer, and we're just gonna go to the
URL and let's just find my URL, 'cause I'm not really sure what it is. I'm just
gonna go into Calendly, I use Calendly, ScheduleOnce is also great, it just
really depends on, there's different features of both. So you can have a look
and I'm on a paid version of Calendly because I like to have different types
of appointments. But if you just have like one type of appointment that your
clients generally come and use with you, then you just really need the free
Calendly account. I just have appointments for the suppliers and
appointments for like pretty much anyone. So, you can see here on my dashboard, I've
got different event types, I'm just gonna show you briefly.
So you can set this up however you want guys, it's super simple to use, super
simple to set up. So I have a 'Funnel Build Weekend Course' participants call
and then I have a 'Video Masterclass Live Interview', a 'New Client One-on-One
Consultation', 'New Client Discovery Call', Existing Client One-on-One
Consultation'. So I have different types of appointments set up, so that's why I'm
on the paid version, right. But ultimately, like, if we have for example a 'New Client
Discovery Call', the other thing I love about this is that when people go to
book into your account, then basically you can put some questions. I've got
questions in here, so my clients have to write their name,
their email address and then also which social media platforms they're on, so I
can have a bit of a look at that; whether they've used Facebook advertising before; do
they have an online business funnel in place and have they sold their product
before? Does that seem familiar? It may do, because you may have actually come
across this, um, even when you were coming through the funnel. So, that's obviously
my event type there. Now, if I wanna know like what the link is for this with
the URL, I just click on 'view live page' and that's the URL, it's gonna come up
and there we go. So that's how we book it in and I'm just gonna select here and
I'm just gonna copy and then I'm gonna go back to ClickFunnels and I'm gonna
copy that in here, yeah. Does that make sense? Okay and then that's it, we don't
have to save at this point, we're just gonna save it, yep. And then, that has
actually saved the link, let's just double check, yep. So if you see the 'Set
Action', there you go, it's actually saved, this is the website we go to, right.
So let's go see in reality if this is actually gonna work. I'm just gonna
save it
and we're just gonna exit the funnel,
okay and we're gonna go to the live URL, which is gonna start us from the
first page. So imagine I'm a new client coming by, I'm like: 'Yeah, this looks
interesting', there's my email address and it's gonna pop in 'cause they really want
downloadable, okay. And I put the video instructions, that's awesome and I'm just
like scrolling down, 'Oh, I can actually book a discovery call or a breakthrough
session. Let's click on the breakthrough session call.
It's gonna take just a little minute.
So it takes me through to the 'New Client
Discovery Call'. I can then select my day, I can select
my time, I can confirm it, I can put my details in, yeah.
Let's just put: yes, yes, yes, and then I can just go and schedule the event
and there you go. So that's obviously gone in my diary now. Now, if I was to go
and actually look at my diary, this is what I love about calendar integration
tools - it just makes my life easy, all I have to do is check my diary each
evening or morning. I like to check in the evening for the next day, so I know
just in case someone scheduled some early morning stuff with me.
And lo and behold. If I have a look at my calendar now,
my Gmail is taking a bit of a longer time, yeah, and if I look now,
go to my Calendar, you'll see if the next Monday that will be booked in at
11:30. Let's just check that it works. Okay, so I'm looking at next Monday,
put a click on it, right, and there we go, there's my appointment. Let's open it,
there you go, can you see that guys? Yeah, it's locked in,
I know that's weird because I've got their name there, how brilliant is that?
Yeah, it's right huh. So, that just shows you how the calendar integration
works, there's a few little tricks to it, but it's pretty simple and
straightforward. So hopefully now you can integrate your calendar and whether it's
Calendly or ScheduleOnce or some other calendar, they're all pretty good at
integrating with it, so you shouldn't have too many problems. If you do, reach
out, ask me, send me an email, shoot me a message and I'll be happy to help.
Thanks guys.