How to Use Calendly for Real Estate Agents - [NEW]

Published on: December 6 2022 by Jaime Resendiz

How to Use Calendly for Real Estate Agents - [NEW]

How to Use Calendly for Real Estate Agents - [NEW]

How to Use Calendly for Real Estate Agents - [NEW]

startTime	durationTime	text
00:00:09	00:00:14	hey it's Jaime latekka Real Estate
00:00:11	00:00:17	Advisors today's video we're gonna cover
00:00:14	00:00:20	a bit more about automation so if you've
00:00:17	00:00:22	been following this channel for an
00:00:20	00:00:24	extended period of time or several
00:00:22	00:00:27	videos in you know that I continue to
00:00:24	00:00:31	preach about processes I continue to
00:00:27	00:00:34	tok about automation and really making
00:00:31	00:00:38	things as easy as possible for us as
00:00:34	00:00:41	possible so any strategy any tool
00:00:38	00:00:43	anything that we can infuse in our
00:00:41	00:00:46	process to make it a little bit better
00:00:43	00:00:50	and it won't require too much of our
00:00:46	00:00:53	time I'm all about so in other videos I
00:00:50	00:00:56	commonly refer to calendly which is a
00:00:53	00:01:01	scheduling software it's an appointment
00:00:56	00:01:04	setter that I grab this link and I
00:01:01	00:01:07	embedded in my ads I embedded in my
00:01:04	00:01:12	landing pages I embedded it in video I'm
00:01:07	00:01:14	sorry in emails and posts so you'll see
00:01:12	00:01:17	me do that quite frequently and the
00:01:14	00:01:21	reason for that is I want people to set
00:01:17	00:01:24	up a an event or set I'm sorry I set up
00:01:21	00:01:27	a appointment with me on their time
00:01:24	00:01:30	slash mind time so I wanted to run down
00:01:27	00:01:33	the cap how calendly works it's a free
00:01:30	00:01:35	software unless you go down the the pro
00:01:33	00:01:39	plan which will click on pricing just
00:01:35	00:01:43	for the sake of it but know that this
00:01:39	00:01:45	basic subscription takes you a long way
00:01:43	00:01:47	I haven't gone to premium and I
00:01:45	00:01:51	certainly haven't gone to pro they're
00:01:47	00:01:53	all these software costs although it's
00:01:51	00:01:55	$8 it adds up when you're toking about
00:01:53	00:01:58	landing page software's when you're
00:01:55	00:02:01	toking about zapier for example
00:01:58	00:02:03	which is a integration between different
00:02:01	00:02:05	soft it integrates different software's
00:02:03	00:02:08	together toking about running ads when
00:02:05	00:02:12	you're toking about fees so it all adds
00:02:08	00:02:15	up and so anyway calendly is a free
00:02:12	00:02:17	software it's a free appointment setter
00:02:15	00:02:20	that you see the functionalities I won't
00:02:17	00:02:23	get too much into this this part of it I
00:02:20	00:02:25	just wanted you to see the prices again
00:02:23	00:02:26	the basic is all you need it'll take you
00:02:25	00:02:29	a long way
00:02:26	00:02:31	in reality the biggest drawback that
00:02:29	00:02:35	you're gonna see from a basic to premium
00:02:31	00:02:42	and pro is the amount of events that you
00:02:35	00:02:44	can create so let's just go to my let's
00:02:42	00:02:47	go to my personal one which you'll see
00:02:44	00:02:50	my link up here cattle EECOM slash eco
00:02:47	00:02:55	real estate slash appt if I'm not
00:02:50	00:02:59	mistaken so let's copy you the URL just
00:02:55	00:03:02	so you see it so this is my calendar
00:02:59	00:03:04	calendar and I pay nothing for it you
00:03:02	00:03:06	see here if you wanted to schedule a
00:03:04	00:03:09	call with me these are your options and
00:03:06	00:03:13	then when you click into each one of
00:03:09	00:03:15	them you'll have a different certain
00:03:13	00:03:18	time slots are already taken some of the
00:03:15	00:03:20	some of the days may not may not be
00:03:18	00:03:22	available so it's something that you
00:03:20	00:03:25	that you customize and I'll show you how
00:03:22	00:03:28	to do that on the backend right now so
00:03:25	00:03:31	back to the event types you see here the
00:03:28	00:03:34	event types are you can set up if you're
00:03:31	00:03:36	doing consulting if you're doing buying
00:03:34	00:03:38	appointments and you want a different
00:03:36	00:03:41	shim that differentiate them from
00:03:38	00:03:44	sellers appointments or if you want to
00:03:41	00:03:47	have different types of appointments
00:03:44	00:03:49	with different time links you can
00:03:47	00:03:51	certainly do that it's very beneficial
00:03:49	00:03:53	to have different event types but it's
00:03:51	00:03:54	absolutely not necessary especially if
00:03:53	00:03:57	you're doing the same type of
00:03:54	00:04:01	appointment so for me I do consulting
00:03:57	00:04:05	and I do I still help buyers and sellers
00:04:01	00:04:08	so I have different different accounts
00:04:05	00:04:11	to to bypass the whole having to pay for
00:04:08	00:04:14	it so this is my
00:04:11	00:04:16	this one is let's see I think this one
00:04:14	00:04:19	is my buyer and seller one I have
00:04:16	00:04:22	another free account through calendly
00:04:19	00:04:30	for my consulting site so let's see if
00:04:22	00:04:34	that's right it's gonna edit appointment
00:04:30	00:04:37	request it looks like that this may be
00:04:34	00:04:40	my buyer and seller one I'll know by
00:04:37	00:04:42	that by the questions that I ask are you
00:04:40	00:04:42	a buyer or seller the best number to
00:04:42	00:04:44	reach you
00:04:42	00:04:47	yep if it's for buyers and sellers wait
00:04:44	00:04:49	anyway this is when you create your
00:04:47	00:04:51	account you're gonna be asked to confirm
00:04:49	00:04:53	your email and all that fun stuff just
00:04:51	00:04:55	like any other website out there but
00:04:53	00:04:58	what you're gonna do at that point is
00:04:55	00:05:02	you're gonna create an event when they
00:04:58	00:05:04	gave you when calendly gives you the the
00:05:02	00:05:06	trial period use as many features as
00:05:04	00:05:08	possible but know that they're gonna go
00:05:06	00:05:10	away I don't know what their trial
00:05:08	00:05:12	period is right now I think it's a
00:05:10	00:05:14	30-day trial if I'm not mistaken or at
00:05:12	00:05:18	least when I signed up for my accounts
00:05:14	00:05:21	but try as many features as possible go
00:05:18	00:05:22	and see what the differences are and see
00:05:21	00:05:25	what's gonna work for you or not but
00:05:22	00:05:31	again the free version is all you need
00:05:25	00:05:32	all right so let's just edit to give you
00:05:31	00:05:36	an idea what I'm toking about what
00:05:32	00:05:39	event is this you give the event a name
00:05:36	00:05:42	so appointment request if you're setting
00:05:39	00:05:44	physical location appointment so if you
00:05:42	00:05:45	want people the buyers home buyers or
00:05:44	00:05:50	home sellers to meet you at your
00:05:45	00:05:52	location then you put your your address
00:05:50	00:05:55	right there the people will be able to
00:05:52	00:06:00	see it then you set the URL that you
00:05:55	00:06:02	want so again what I do is I I just
00:06:00	00:06:05	shorten it as quickly as possible or as
00:06:02	00:06:09	little as as short as possible we see
00:06:05	00:06:11	calendly calm eco realistik slash appt
00:06:09	00:06:14	so appointment and then you set the
00:06:11	00:06:16	event color I'm just gonna cancel I'm
00:06:14	00:06:18	not gonna change anything you get to set
00:06:16	00:06:20	the duration so if you want a
00:06:18	00:06:21	appointment to be 15 minutes 30 minutes
00:06:20	00:06:23	45
00:06:21	00:06:25	sixty minutes or your own customized
00:06:23	00:06:27	depending on again this war makes sense
00:06:25	00:06:28	if you're doing a buyer consultation
00:06:27	00:06:31	then it would make sense for you to have
00:06:28	00:06:32	your address or your office address
00:06:31	00:06:34	there if you're doing a seller
00:06:32	00:06:36	appointment then chances are you're
00:06:34	00:06:40	actually going to the home and doing the
00:06:36	00:06:41	listing presentation so the the time is
00:06:40	00:06:43	different
00:06:41	00:06:46	your buyers take a different amount of
00:06:43	00:06:52	time as your as your seller so you can
00:06:46	00:06:55	adjust it there and you can select how
00:06:52	00:06:58	far out people can can schedule with you
00:06:55	00:07:00	of course the event time zone
00:06:58	00:07:04	availability this is where this is
00:07:00	00:07:06	really the most important part for me I
00:07:04	00:07:10	get to dictate when I want to work
00:07:06	00:07:12	notike that on Sundays I give a little
00:07:10	00:07:14	bit of time if there's something that is
00:07:12	00:07:18	pressing or if there's an appointment to
00:07:14	00:07:20	be had I'll I'll make Sundays available
00:07:18	00:07:22	but Monday's unavailable six to eight
00:07:20	00:07:25	six to eight sixty eight six eight so
00:07:22	00:07:27	all the rest of the days and you can and
00:07:25	00:07:30	you can time block as as you would like
00:07:27	00:07:34	again what's most with this is the most
00:07:30	00:07:36	powerful thing for me because yes while
00:07:34	00:07:38	at the same time I am giving you the
00:07:36	00:07:40	opportunity or I am giving home buyers
00:07:38	00:07:45	and home sellers the opportunity to
00:07:40	00:07:47	select what's most I guess what's most
00:07:45	00:07:49	convenient for them at the same time I
00:07:47	00:07:52	already pre pre-programmed on the
00:07:49	00:07:55	backend on when do I want to work and
00:07:52	00:07:58	most of the time I mean very rarely will
00:07:55	00:08:01	I get requests of hey can I do a
00:07:58	00:08:04	different time time saw because so you
00:08:01	00:08:07	can see I'm all available pretty much
00:08:04	00:08:10	the entire day with the exception of on
00:08:07	00:08:12	Sunday but very rarely will I get and an
00:08:10	00:08:15	exception like hey I just can't get off
00:08:12	00:08:18	work until 8:30 can we make it then or
00:08:15	00:08:19	something like that but it's very rare
00:08:18	00:08:23	that that happens and at the end of the
00:08:19	00:08:25	day if there's a certain day or when I'm
00:08:23	00:08:27	going on vacation then I blocked that
00:08:25	00:08:31	out and it's not going to be a rolling
00:08:27	00:08:33	time block or time availability people
00:08:31	00:08:36	won't have that option to select it so
00:08:33	00:08:36	it's very very convenient
00:08:39	00:08:45	inviting questions you can prequalify
00:08:42	00:08:47	people if people have already if people
00:08:45	00:08:50	have already signed up for an
00:08:47	00:08:52	appointment with you and you want to
00:08:50	00:08:55	ensure that they're giving you the right
00:08:52	00:08:57	number you're asking flat-out what's the
00:08:55	00:08:59	best number to reach you and you can
00:08:57	00:09:03	customize the questions by adding a new
00:08:59	00:09:05	question you can select if you wanted to
00:09:03	00:09:07	for somebody to type it in if you want
00:09:05	00:09:10	multiple lines radio buttons which since
00:09:07	00:09:13	it's those little circles checkboxes
00:09:10	00:09:20	phone number
00:09:13	00:09:23	very very customizable notifications for
00:09:20	00:09:25	cancellation this is where you're gonna
00:09:23	00:09:27	see a big what not a big where's this
00:09:25	00:09:30	word you're gonna see a difference
00:09:27	00:09:33	between you're free and you're paid text
00:09:30	00:09:36	reminders you don't get them on a free
00:09:33	00:09:39	for free version so you you won't if you
00:09:36	00:09:43	click that on you you're being asked to
00:09:39	00:09:45	upgrade I don't send text reminders from
00:09:43	00:09:48	an automated standpoint I send those out
00:09:45	00:09:51	either the night prior to an event or my
00:09:48	00:09:53	appointment or the morning of my
00:09:51	00:09:55	appointments just to make sure that my
00:09:53	00:09:56	day isn't gonna be interrupted in a
00:09:55	00:10:00	significant way
00:09:56	00:10:05	there are cancellations but at times but
00:10:00	00:10:07	usually it's maybe maybe one appointment
00:10:05	00:10:09	possibly two the only one day I can
00:10:07	00:10:12	remember they're actually being two
00:10:09	00:10:15	cancellations but it all depends on what
00:10:12	00:10:17	you're using this calendar for and email
00:10:15	00:10:20	reminders those are beneficial but again
00:10:17	00:10:22	the text the texting is really more of
00:10:20	00:10:25	my thing and I do that on my own phone
00:10:22	00:10:27	versus the automated way but if you
00:10:25	00:10:31	wanted to flip that top that switch on
00:10:27	00:10:35	that you would be asked to upgrade and
00:10:31	00:10:38	and there's that confirmation page you
00:10:35	00:10:40	can display you can display a custom
00:10:38	00:10:44	link again this is something that you
00:10:40	00:10:47	would that you would need to upgrade and
00:10:44	00:10:48	then collect payments that would be a
00:10:47	00:10:50	per
00:10:48	00:10:53	feature if you wanted to collect
00:10:50	00:10:55	payments before anything a schedule or
00:10:53	00:10:57	after things are scheduled this is where
00:10:55	00:11:01	you would do it so again I wanted to
00:10:57	00:11:04	just do a very brief video on calendly I
00:11:01	00:11:07	often reference it in other videos but
00:11:04	00:11:09	this is this is essentially what it is
00:11:07	00:11:11	what's important is setting up your
00:11:09	00:11:14	schedule of what you want it to be and
00:11:11	00:11:19	then providing this link very simple you
00:11:14	00:11:21	just copy the link and people have
00:11:19	00:11:23	access to your calendar so that's how
00:11:21	00:11:25	you use cannily there's any questions
00:11:23	00:11:27	comments concerns please feel free to
00:11:25	00:11:29	drop them in the in the comment section
00:11:27	00:11:31	below outside of that like comment
00:11:29	00:11:33	subscribe and share it with any real
00:11:31	00:11:37	estate agent that you may think may
00:11:33	00:11:37	benefit from this video Thanks
00:11:41	00:11:43	you
00:11:52	00:11:54	you