What's wrong with most scheduling apps

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- [Scott] Sending your scheduling link

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shouldn't feel weird and I agree completely.

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That's why in today's video,

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we're taking a look at SavvyCal,

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a scheduling tool that does things differently.

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Not only does it have some features that other popular tools

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such as Calendly do not have,

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but SavvyCal really and truly puts the participant first.

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So it's easier and quicker for your clients

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to book time with you.

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Hello everyone, Scott Friesen here at Simpletivity,

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helping you to get more done and enjoy less stress.

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And just before we dive into SavvyCal

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and all of the cool features that are included,

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I wanna take a step back and look at what's wrong

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with our traditional scheduling apps.

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So let me jump into Calendly for just a second.

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And you're probably already familiar

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with this interface, right?

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Someone sends me a link or I click it on link

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on their website and I'm brought to this screen

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and I can see, okay,

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I can see their availability, right.

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I can click on different days

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and then it can show me different times here.

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What's the problem?

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Well, now I've got to jump back to my calendar and say,

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okay, well I'm available.

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Okay, is that work for them?

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No, no, okay, so the 26th, they could meet at this.

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Now I've got to go back to my calendar.

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I'm going back and forth and I'm wasting time.

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It's actually a little confusing at some times

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to see what is the best time for me.

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This is the best time for them.

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And that's good, that's half of the equation,

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but really it puts the onus on me.

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It's as almost as if this was designed

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with the organizer in mind

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and not so much for the participant.

Overlaying your calendar with SavvyCal

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Well, that's exactly where SavvyCal does things differently.

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So, for example, here I am within a preview.

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This is the same type of screen.

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So someone has sent me a link

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and I wanna book some time with them.

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First off, what I love about this in SavvyCal

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is that it's really nice and clear.

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I'm getting a full week view here of their calendar, right?

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So I'm not just seeing the little dates and stuff.

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I still have a full monthly calendar

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here on the left-hand side,

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but it's just a little more flexible

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as I see what's available.

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But here is the cherry on top,

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in the top right-hand corner,

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I have the option to overlay my calendar.

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So if I hit this switch,

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now my calendar appears right on

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their availability calendar.

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So I can say, you know what?

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Wednesday afternoon sounds great to me.

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Yeah, let's book 30 minutes there.

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My information's already put in,

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I'm gonna hit schedule and we're done.

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It's a single click.

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It's a single click and I already saw my calendar

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on their calendar nice and easy for me.

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So let's go back and take a look

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at some of these features here within SavvyCal.

Creating and editing SavvyCal scheduling links

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Here we are within the SavvyCal scheduling interface,

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and you can already see I've created

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three different links up to this point.

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Let's go into the one that we just saw,

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this coaching session with Scott.

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Now, one of the benefits just from the creation side

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is that I can also overlay my calendar here.

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So as I'm creating my schedule, I can see what's coming up.

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I can make changes on the fly

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by overlaying my actual calendar.

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If I don't want to see it,

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I can just toggle it here in the bottom right-hand corner,

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but this is a beautiful feature to make it that much easier

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for me to plan out my schedule.

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Now, on the left-hand side,

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you can see some of the options here

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that we can choose from.

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In most cases, you're probably going to want to use

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a multi-use scheduling tool,

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but you can also do we'll use as well.

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If you want people to select it one time time,

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and that's gonna be their only time

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to book that particular meeting.

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But here are some of the other features

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that you won't find elsewhere.

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In this case, we can actually choose

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to have multiple durations for this same meeting.

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So, instead of having to create multiple events in Calendly

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or some other popular tools where I'd have to create

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a 30 minute coaching session,

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and then I'd have to create

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a separate 60 minute coaching session.

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And maybe if I wanted to offer a two hour coaching session,

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I'd have to create a separate event for that,

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I don't have to do that.

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I can do that all right here.

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So why don't we do that?

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I've already got 30 minutes and 60 minutes here.

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Why don't I select two hours?

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So now they're going to have the option

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on that same booking screen, 30, 60, or two hours.

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So, I love this ability to be able to offer multiple hours.

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The next one here has to do with,

Setting available hours and ranked hours

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what types of availability are we going to set?

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Now, I'll show you in a minute

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where we can set the defaults here, right?

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We see things like work hours and bonus hours,

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and you can have as many of these presets as you want.

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So in this case, my work hours are going to be nine to five

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with a bit of a break in here for lunch,

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but I've also added some bonus hours as well,

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some bonus hours in the evening on Tuesday and Thursday,

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but it gets even better.

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You can see here in the top right-hand corner,

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we have something called ranked hours,

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meaning that you don't have to offer

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all of these hours at once.

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You can offer one of these hours first.

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And then if that still doesn't work

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for your clients or your participants,

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then they can be presented with additional hours.

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So for example, if I uncheck, if I disable this here,

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this rank in hours,

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what you will see is it's gonna refresh my calendar here

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on the right-hand side, and I can select the bonus hours,

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it's gonna be one or the other.

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In this case, here you can see my bonus hours, right?

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I can see them here down below.

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I can choose either my bonus or my work hours

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from those presets.

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But as soon as I select ranks,

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now what I can do is I can choose number one,

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how of these that I want,

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and I can have as many as I would like to add here.

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I'm gonna select bonus hours here,

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but then I can click and drag and say, you know what?

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At first glance, I want them to actually

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look at my bonus hours first,

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because maybe I wanna fill my days

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with other important tasks

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and this is going to be secondary.

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But in this particular example,

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let's go back to where I had it set originally.

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I want work hours first, and then I want those bonus hours.

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So what I'm gonna do here, let's just go back here,

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I'm going to paste this link

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just so that we can see this in action.

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So when I send out this link to a client,

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or if they perhaps click on a particular button

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on my website,

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here is what they're going to see by default, right?

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This is what my current availability is,

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but you will notice down below it says,

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having trouble finding a time, click show more.

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So let's say that this is really busy with their schedule.

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Let's say that they're jam packed and oh,

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I'd really like to meet.

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I'd really like to set up this coaching session.

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What do I do next?

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Well, I can select show more

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and now I've got my bonus hours displayed.

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Well, maybe this fits with their schedule.

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So again, thinking of your clients,

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thinking of your participants first, and like I said before,

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we have that dropdown.

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So if they want a 60 minute session

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instead of a 30 minute session,

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if they want a two hour session,

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all they have to do is select that option here.

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They don't have to go back to some other link

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or select some other option.

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Fantastic, so here you have the ins and outs,

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of actually setting up a particular session.

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Let's move on and take a look

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at some of the other features here within SavvyCal.

Setting up individual recurring scheduling links

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Returning to our scheduling links page,

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another feature I love about SavvyCal

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is the ability to create individual recurring links.

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What do I mean by that?

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Well, let's take a look at this one

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that I've created in advance.

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It's called Scott and Julie check-in.

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Let's say that Julie is a member of my team.

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And you know, once in a while when I want her to,

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I want Julie to set up a meeting with me,

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just so we check in maybe once a week

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or once every other week.

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Now, it's gonna be the same format, right?

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I want the same duration of time.

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It's going to be meeting in my office and yeah,

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Julie is the recipient.

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So the great thing here is then I can create

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a custom link just for Julie,

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including her information already

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so that she can just click it whenever she wants.

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And we'll have all that information

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waiting for us right here.

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And I can even go ahead and edit the URL.

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So in this case, maybe I want to call this,

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Julie check again, for example, something like that.

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I'm gonna hit save here.

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So now she can bookmark this URL

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and just use it whenever she needs to.

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Or maybe I can send her that URL saying,

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hey, let's check in later this week,

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please use this link to book a time with me.

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So this can be great,

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whether it's for staff or with other people

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that you meet on recurrent basis,

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and you don't want to send them

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to your publicly available link

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or the thing that is listed or linked to your website.

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You can customize it for certain individuals.

Managing availability settings in SavvyCal

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Taking a look at our availability settings,

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here you can see the work hours and the bonus hours,

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which I've referred to before.

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So the nice thing is that I can manage

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all of my different sets

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or all of my different recurring ranges in one place,

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and then choose to attach them

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or possibly rank them depending

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on the type of scheduling link that I'm creating.

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So in this case, let's start and add another one here.

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I'm gonna add one, something called weekend hours.

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So maybe for a particular type of session,

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I wanna add some weekend hours.

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All I need to do is add a recurring range.

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I'm gonna uncheck the days of the week,

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'cause this is for the weekend.

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And maybe I'm gonna say that my weekend hours

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are gonna be from 9:00 am to 1:00 pm.

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And I'm only gonna offer this on occasion, right?

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I'm certainly not going to add this

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to all of my scheduling links, but when I need to,

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I've managed it right here in a single place

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and I can do so as often as I like,

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so quick and easy to manage all of your availability.

Advanced settings and delegation in SavvyCal

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Lastly, I wanna take a quick look at our settings here,

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'cause not only can you bring in your teams

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and integrate with other applications,

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but what I love is that you can give delegated access,

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meaning that you can allow an assistant

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to manage your account on your own behalf

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without giving them full access to everything.

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So for example, if you have a virtual assistant,

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if you have a secretary and you would like them

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to help you manage your calendar,

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you can delegate this access to them

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without having to share your username and password.

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So if you'd like a simpler way to manage

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all of your scheduling links and make it

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that much easier for your participant or clients

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to book time with you,

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I'd recommend that you check out SavvyCal.

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Be sure to check out the link in the description below

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for a special offer just for Simpletivity viewers.

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Thank you so much for watching today's video.

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And remember, being productive

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does not need to be difficult, in fact, it's very simple.