Boost Client Engagement with a Doodly Calendar Request Video

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Friday, October 11, 2024

Making it easy for your clients to book appointments is key to staying organized and growing your business.

A simple booking link might work, but it can be easy to miss, or your clients might not fully understand the process.

Adding a fun, clear visual explainer can change that.

By creating a Doodly video to guide your clients through the steps, you make the booking experience more engaging, interactive, and user-friendly.

Let’s say you're a real estate agent or a coach.

Your clients need a seamless way to book calls with you, and showing them exactly how it works through a video takes out any guesswork.

In this tutorial, we’ll walk you through how to use Doodly to create a calendar request explainer video that shows your clients, step by step, how to schedule time with you.

This not only simplifies the process but also adds a personalized touch to your communications.

By the end of this guide, you’ll have a custom video that you can embed into your booking page, complete with visuals that highlight the booking steps and a call-to-action button that drives action.

Let’s dive into how you can make booking appointments easier and more engaging!

Why Use Doodly for Calendar Request Videos?

When it comes to helping clients book appointments, clarity is everything.

While adding a simple booking link to your website can get the job done, an explainer video offers a whole new level of interaction.

Videos are an excellent way to grab attention, explain processes step by step, and remove any potential confusion.

Doodly makes this even easier.

With its drag-and-drop interface, you can create engaging, whiteboard-style explainer videos without needing advanced video editing skills.

It's perfect for showing off your booking process in a fun, easy-to-follow way.

From selecting the date and time to confirming the appointment, a video ensures that your clients know exactly what to expect.

Consider how much time you could save answering questions about the booking process.

Instead of fielding emails or phone calls, you could direct clients to your Doodly video.

They’ll see everything they need—how to select a time, what happens after they book, and when they’ll receive a confirmation email.

By providing a clear, visual guide, it increased engagement and streamlined the process for both the business and the clients.

Let’s start building your calendar request video using Doodly to enhance your booking system and make it easier for clients to schedule time with you.

Setting Up Your Doodly Project​

Now that we’ve covered why using Doodly for a calendar request video is such a great idea, let’s dive into the creation process.

The first step is setting up your project in Doodly.

Here, you’ll create the foundation of your video by adding text, visuals, and other elements to guide your viewers through the booking process.

Step 1: Create Your First Scene​

Start by creating the first scene, which will introduce your video. This is where you’ll show viewers how to book a call with you. A great example is a simple heading like “How to Book a Call with Me” with a direct, actionable visual.

  • Open Doodly and click on Create New Video.
  • Choose your preferred resolution (keep it high for better clarity).
  • Start with a text box that says something like, “How to book a call with Jane Doe,” and make sure it’s clear and prominent on the screen.

Step 2: Add Text and Visuals

This is where you can get creative by incorporating elements like your name, role, and a basic outline of the process. For instance, if you're a real estate agent, you might include a simple tagline under your name: “Helping you find your dream home—book a call today!”

  • Use a mix of Doodly’s text options and props (like calendars or computers) to represent your booking page.
  • If you prefer a more personal touch, you can even upload screenshots from your booking site and use them as visual cues.

Step 3: Adjust Timing

No one wants to watch a long, drawn-out video. Keep it short and to the point. Doodly makes it easy to adjust the timing for each element, so viewers don’t have to wait too long for the key information.

  • Set the text “How to book a call with me” to display for about 3 seconds.
  • Reduce the duration of any drawn elements, like notifications or arrows, to keep the flow smooth.
  • For example, if you're adding a calendar prop, you can set its display to just a couple of seconds so the focus remains on your call-to-action.

Step 4: Personalize Your Video

Make the video feel like it's designed specifically for your clients by adding personalized touches. You can pretend the character in the video is you—whether you're Jane Doe, a coach, or any other professional.

  • Add a hand animation (Doodly has different options, including feminine hands or cartoon styles).
  • Position the text and visuals carefully so everything is readable and the flow makes sense.

With the first scene set, you're now on your way to creating a clear and engaging explainer video that showcases your booking process. Next, we’ll look at how to use screenshots or additional props to give even more clarity to the steps involved in booking a call.

Using Screenshots and Props​

Now that we’ve set up the foundation of your video, it’s time to add some practical details to make the booking process even clearer. This is where you can use screenshots of your actual booking page or Doodly’s built-in props to show exactly how your clients can schedule time with you.

Step 1: Adding Screenshots

Screenshots are a great way to show clients what your booking page looks like and what they can expect when they get there. By visually walking them through the process, you make it easier for them to follow along and complete the booking.

  • First, take screenshots of your booking page. This might include a screenshot of the calendar view, where clients can choose their date and time, and another showing the form where they input their details.
  • In Doodly, click on the Props tab, then hit the blue and white plus sign to upload your screenshots.
  • Once uploaded, you can drag and drop them onto your canvas to fit into the scene. Position them in a way that guides the viewer’s eye naturally.

For example, show a screenshot of your calendar interface with an arrow pointing to the area where clients should click to select a date. This simple visual cue makes the process clear and easy to follow.

Step 2: Using Doodly Props

Doodly comes with a library of pre-made props that you can use to create a more engaging video. For example, you can use a calendar prop to visually represent your booking system, or a computer prop to symbolize the online nature of the process.

  • Search for relevant props in Doodly’s library. A calendar, a clock, a phone, or a computer would be great choices to emphasize the booking steps.
  • After adding your props, use arrows or hand animations to highlight important actions, such as clicking on a date or entering details.

Step 3: Guiding the Viewer

Once you’ve positioned your screenshots or props, guide the viewer by adding text or arrows that explain what’s happening. You can customize the colors of arrows or text to match your brand or make them stand out.

  • Use arrows to point to key areas of the booking page, such as where to select a date or where to enter contact information.
  • Add short text instructions like “Click here to select a time” or “Enter your details here.”

With Doodly’s drag-and-drop interface, you can easily combine these visuals to create a clear flow that leads your clients through the booking process step by step.

Now that your audience can see the exact steps they need to follow, the next section will focus on fine-tuning the animation, adjusting timings, and adding interactivity to make the video more dynamic.

Customizing Animation and Timing​

Now that you’ve added screenshots and props to visually guide your viewers, it’s time to fine-tune your Doodly video. This is where you can customize the animation and timing to make the video smooth and engaging. The right timing helps keep your audience’s attention and ensures they fully understand each step of the booking process.

Step 1: Adjusting Animation Draw Times

Doodly allows you to control how long it takes for each element to be drawn on the screen. You don’t want your video to drag on, so it’s important to keep the draw times short and concise, especially for a simple explainer video.

  • Click on each element (text, props, or screenshots) and set its draw time to fit the flow of your video. For example, a simple line of text might only need 2-3 seconds to appear.
  • If certain elements don’t need to be drawn in real-time (like screenshots or larger props), set their draw time to zero so they appear instantly. This helps the video maintain a quick pace.
  • For dynamic elements like arrows or text that guides users through the booking process, a draw time of 1-2 seconds works well to keep things engaging.

Step 2: Creating Smooth Transitions

To keep the video visually appealing, you can add smooth transitions between different scenes. This makes the explainer video feel more professional and keeps the flow seamless as you walk viewers through each step of the booking process.

  • Use Doodly’s Scene Settings to adjust transitions. You can select transitions like fade-ins or zooms to keep the video visually interesting without distracting the viewer.
  • For example, after showing how to select a booking date, use a fade-in to transition into the scene where they fill out their details.

Step 3: Adding Interactivity

While Doodly videos are primarily used for explainer purposes, you can add interactive elements to further engage viewers. For example, if you want to highlight where to click on your booking page, using arrows or hand-drawn animations makes it more engaging.

  • Add arrows that guide viewers to important parts of the screen, like where to select a time or where to enter their details.
  • Customize the color of the arrows to match the rest of your video, making sure they stand out against the background.

Step 4: Ensuring a Focused Flow

When it comes to explainer videos, simplicity is key. Keep the flow straightforward by focusing on the core steps of the booking process. Use animation to keep things moving, but avoid overcomplicating the video with unnecessary details.

  • Make sure each scene focuses on a single, clear step in the booking process (e.g., selecting a date, filling out contact information, receiving confirmation).
  • Use minimal text, clear visuals, and focused animations to maintain your viewer's attention and make the video feel streamlined.

By customizing the animation timing and adding simple transitions, your Doodly explainer video will flow smoothly and clearly guide your viewers through the booking process.

Next, we’ll wrap up your video by adding a final reminder scene and showing how to send automatic appointment reminders to your clients.

Adding a Reminder Scene

Now that you’ve walked your viewers through the booking process, it’s time to wrap things up with a final reminder scene. This is a great way to reassure clients that they will receive confirmation and reminder emails after scheduling their appointment. Adding this final step creates a sense of completion and helps build trust in your booking system.

Step 1: Create the Reminder Scene

Your final scene will show clients what happens after they book an appointment, emphasizing that they will receive an email confirmation and reminder notifications. This reassures them that everything is set and adds a professional touch.

  • Start by adding a new scene in Doodly
  • Use a text box to write a clear, concise message like: “You’ll receive an email confirmation shortly after booking, along with a reminder before your appointment.”
  • Keep the text short and to the point. Use props or icons to represent email or phone notifications.

Step 2: Add Props for Visuals

To make the reminder scene more engaging, add relevant props. Doodly has several options you can use, such as email icons, phones, or even a character holding a phone to represent the reminder process.

  • Search for an email icon or a smartphone in the Doodly props library and drag it onto your canvas.
  • Position the props next to the text to create a visual link between the reminder and the booking process.
  • Keep the text short and to the point. Use props or icons to represent email or phone notifications.

Step 3: Include the Booking URL

At this point, it’s also a good idea to include your booking page URL again as a final call-to-action. This ensures that anyone watching the video knows where to go to book their appointment, even if they missed the URL earlier in the video.

  • Add your URL in a visible spot, like the bottom of the screen. Keep it clear and legible.
  • You can use an arrow or a hand animation to direct viewers’ attention to the link.

Step 4: Adding a Personal Touch

If you really want to build a stronger connection with your clients, you could end the video with a personal touch. For example, add a quick “Thank you” or a friendly message to encourage viewers to finalize their booking.

  • Use text like: “I look forward to our meeting! Thanks for booking!”
  • You can add a smiling cartoon version of yourself or another personalized prop to give it that extra warmth.

Step 5: Timing and Transitions

Make sure the reminder scene is quick and clear. Keep the message simple, with text and visuals displayed for just a few seconds. You can set the email icon or phone to appear as a “fade-in” to keep things dynamic.

  • Set the final scene to last about 5-7 seconds. This is enough time to convey the message without dragging it out.
  • Use a fade-out transition at the end to give the video a smooth, polished finish.

With your reminder scene in place, you’ve successfully guided your viewers through the entire booking process and reassured them of the next steps. All that’s left is to export and embed the video into your booking page.

Next up, we’ll cover how to export and embed your Doodly video on platforms like YouTube or Boomle Cloud.

Exporting and Embedding the Video

Now that your Doodly calendar request explainer video is ready, it’s time to export it and embed it into your website or booking page. Whether you’re hosting it on YouTube or using Voomly for added interactivity, we’ll guide you through the process of getting your video out there for clients to see and engage with.

Step 1: Exporting the Video from Doodly

The first step is to export your video from Doodly. This ensures you have a high-quality file ready for upload to the platform of your choice.

  • In Doodly, click on the Export button in the top-right corner.
  • Choose the video resolution you want. For most purposes, 720p or 1080p is ideal for clear, professional-looking videos.
  • Name your video, select where you want to save the file on your computer, and hit Export.

Once the export process is complete, you’ll have a video file ready to be uploaded to your hosting platform.

Step 2: Embedding the Video on YouTube

One of the most popular ways to host your video is by uploading it to YouTube. Not only does YouTube make it easy to share and embed your video, but it also provides valuable insights into how many people are viewing it.

  • Go to YouTube and click on Upload Video.
  • Follow the prompts to upload your Doodly video. Be sure to add a clear title, description, and relevant tags to make it searchable.
  • Once your video is uploaded, click on the Share button beneath the video and select Embed.
  • Copy the embed code provided by YouTube and paste it into the HTML editor of your website or booking page.

Embedding your video directly on your website ensures clients can watch it easily and quickly understand how to book an appointment with you.

Step 3: Using Voomly for Interactive Video Features

If you want to take things a step further and make your video more interactive, Voomly is the perfect tool. Voomly, part of the Voomly Cloud family (which includes Doodly, Voomly, Pyks, Toonly, Talkia, and People Builder), allows you to host your video and add interactive features like clickable buttons.

Here’s how to make the most of Voomly:

  • Export your video from Doodly and upload it to Voomly.
  • In Voomly, you can enhance your video by adding a “Book Now” button that links directly to your booking page.
  • To add this clickable button, go to the Video Player Settings in Voomly, select your video, and choose Add Button. Customize the text (e.g., “Book Now” or “Schedule a Call”), then link it to your booking system, such as Calendly or another scheduling page.
  • Once you’ve set up the button, copy the embed code provided by Voomly and paste it into your website or booking page.

With Voomly, you’re not just embedding a static video—you’re giving your viewers a seamless, interactive experience, making it easy for them to book appointments without leaving the video player.

Step 4: Embedding the Video on Your Website

Whether you’re using YouTube or Voomly, embedding the video on your website is straightforward and ensures easy access for your clients.

  • Go to your website builder (e.g., WordPress, Wix, or Squarespace).
  • Open the HTML editor on the page where you want the video to appear.
  • Paste the embed code from YouTube or Voomly into the HTML editor.
  • Save and preview your page to make sure the video displays correctly and functions as expected (including the clickable buttons if using Voomly).

By embedding the video on your website, you ensure that it’s always front and center for clients, guiding them through the booking process in a way that’s easy to understand and visually engaging.

Step 5: Promote Your Video

Don’t just stop at embedding the video—make sure people know about it! Share the video across your social media channels, include it in your email newsletters, or even add it to your email signature to drive more traffic to your booking page.

By making your explainer video visible and accessible, you give potential clients an easy way to book appointments with you, all while making a great first impression.

Final Review and Call to Action

Now that you’ve created and embedded your calendar request explainer video, it’s time to wrap things up and ensure everything is polished and ready to go. A final review helps you catch any small details that may have been missed and gives you the chance to perfect your video before sharing it with your audience.

Step 1: Preview the Video

Before you start promoting your video, take a moment to preview it from start to finish. Make sure the visuals, timing, and animations are all smooth and aligned with your message.

  • Check the flow: Does the video transition naturally from one scene to the next? Ensure the pacing is just right and that each step is easy to follow.
  • Review the timing: Confirm that text and graphics appear at the right moments without lingering too long or being too rushed.
  • Test the interactive buttons: If you’ve used Voomly to add clickable buttons, make sure they work properly and lead to the correct page (like your booking site).

Step 2: Make Final Adjustments

If you notice anything that needs tweaking during the preview, now’s the time to make those small adjustments.

  • Refine the animations: Adjust the draw times, transitions, or visual elements as needed to make sure they’re crisp and professional.
  • Double-check the call-to-action: Ensure your “Book Now” or other call-to-action buttons are clear and well-positioned in the video.

Step 3: Promote Your Video

With your video finalized, it’s time to share it with your audience. Your calendar request explainer video is a powerful tool for driving engagement, so make sure it’s easily accessible across your communication channels.

  • Embed it on your booking page: Your website should be the first place your video is featured. This way, visitors can immediately understand how to book a call with you.
  • Share on social media: Post your video on platforms like Facebook, Instagram, and LinkedIn to increase its reach.
  • Email it to your list: Add the video to your email newsletter or include it in your email signature. A short, engaging video can grab attention and encourage more people to schedule a meeting with you.

Step 4: Track Results and Engagement

After your video has been live for a while, take a look at the analytics. If you’ve hosted it on YouTube, you can track views, engagement, and watch time. If you’ve used Voomly, you can track how many people have clicked your interactive buttons.

  • Track views: Monitor how many people are watching your video.
  • Check engagement: Are viewers watching the whole video? Are they clicking on the “Book Now” button?
  • Refine based on feedback: Use these insights to refine future videos and improve client engagement.

Conclusion: Make Your Booking Process Effortless with Doodly

Creating an engaging calendar request explainer video using Doodly is a simple yet powerful way to streamline your booking process and make it more interactive.

By guiding your clients through the steps visually, you remove any confusion, increase engagement, and make it easy for them to take action.

We’ve covered how to:

  • Set up your Doodly project with personalized text and visuals.
  • Use screenshots and props to demonstrate the booking process step by step.
  • Customize animations and timing for a smooth and professional video.
  • Add reminder scenes and call-to-actions to ensure clients feel informed and ready to book.
  • Export and embed your video using platforms like YouTube or Voomly, making it accessible and interactive.

By using Doodly and, if you’re a Voomly subscriber, adding clickable buttons, you can give your viewers an interactive experience that turns them into clients with minimal effort.

Don’t let the booking process be a barrier for potential clients.

A well-crafted explainer video can simplify things and drive more appointments—keeping your calendar full and your clients happy.

Whether you're embedding the video on your website or sharing it across social media, you now have all the tools to make your booking process seamless and visually engaging.

So, what’s next?

Start creating your own calendar request video with Doodly and see the difference it makes.

If you have any questions or want to share your results, feel free to drop a comment or get in touch!

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