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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]

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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