So I'm going to show you how to create an event in Calendly, and you can link it to Zoom so that
when people book a time that's the time that you're available. So we're going to create
the meeting. It could be just a one-off meeting but in fact I'm actually going to say now this is
an event type which is the kind of thing that I want people to book regularly with me. And
that's going to be a one-on-one call in this case. The event name: we're just going to call it 90 day
planning session. The location is going to be actually this one is going to be through
Zoom. You can you can link to Teams, to Zoom. Obviously it could be a physical location,
too, but I'm going to link it to Zoom. If you're wondering how to do that check out
this video below which shows you how to integrate Zoom and Calendly. Instructions/description:
that is going to appear in the invitation and so the shortcut is the 90-day planning session. So
that's going to be the event link that people can simply click to book a time. Click on next here,
and this allows you to say when you are available. Now you can do all kinds of fancy things with your
existing schedule or you can set some custom hours. I'm just going to go with the default
hours here. Do you want to have some buffer time to prepare for the event, that you don't have
two back-to-back calls? you might say yeah and then for that matter after the event i want to
allow myself an extra 15 minutes to just for the event to run a little bit over time or for me to
send off some information after after our call now the next bit is really interesting this
is particularly helpful is the invitee questions and what this allows you to do is
ask them some questions obviously we're going to need to know their name and their email address we
always have to do that for for them to be able to get the invitation for calendly but there may be
some other questions that you can ask now this is very generic please share anything that will help
prepare for our meeting but you could make that more specific now now what i recommend you do is
give them a little bit of confidence ahead of the meeting that you are a good fit so if you do ask
questions try not to make it too much work for them ahead of time to prepare for the meeting
in fact you can make the questions optional or required so you might be asking a question like
this how long have you been running a business now some of them may be saying well actually
i i haven't even started yet now that could be one line or you might even suggest hey this is
uh you know haven't haven't started yet a side gig you know less than one year one one to three years
so you get the idea they they get to choose one of these options okay and for that matter you
could ask them you know doing you've got another option such as other if you want them to fill
that in we can click apply there and so that's a kind of simple question that you might ask
them that doesn't create friction and it does also give you something to help you prepare
for for your meeting you can ask other questions as well the idea here of these questions
is really to make it more welcoming for them to make them give them more incentive to come
to turn up for your meeting and also to tell them that you are professional that you are
going to use your time well on your first call and perhaps even to hint at a follow-up
uh action that you're going to take at the end of the meeting now if you want you could include some
other things such as a free two minute video or something that is going to help them to be hey i'm
really really glad that i have booked this meeting that's the idea okay now we're not going to go
into confirmation page or collecting payments or anything like that at the moment i just wanted
to show you that is how you can create an event really easily and then if we view the live page
this is what the clients get to see now i've just gone with the default and i've got a huge
availability which probably indicates that i'm not very busy and so it might be better to narrow
that down a little bit and then people can then book a time and so people can then book a time
this is going to be in their local time and then at that point they get to enter their details
share anything that will prepare so we kept that the question very generic
and then how long have you been running a business and here is where you can where you can
say whichever answer it is that you want uh that you want to put in and then you click on schedule
event that will send them an invitation to your meeting uh so send them a calendar invitation
which they can then add to their calendar and it will also include a link to their zoom
meeting if you've got it integrated with zoom if you've got calendly and zoom integrated together