Activecampaign Check If Contact Created Event Calendly – Easy scheduling ahead

Are you a specialist, a freelancer or maybe you’re simply looking for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a very easy and quick tool to enable people who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account once you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it also permits Calendly.

to examine other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for disputes. You can use multiple calendars to check for disputes more than simply the one that you have actually picked up here and you can also define which calendar to add those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I’ve got 2 events presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-new screen.

Let’s state produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the choice that you pick, you might have some extra alternatives waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their contact number. I require to understand who I’m calling or I can select this choice, my guest needs to call me. In this case, I can add my desired contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na overlook specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting.

Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of

Activecampaign Check If Contact Created Event Calendly – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the first locations that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly appointments but things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to upload an image.

You’re gon na wan na put the name of your organization or possibly it’s your full name. I have actually got two events currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.

Let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly easy here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you choose, you may have some additional choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my guest must call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled the consultation. If someone is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na overlook especially. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to perhaps some of the other events that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they know what they’re getting as well.

Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of