Calendly And Outlook 365 – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a extremely easy and fast tool to enable individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things begun. 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 places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not only enables Calendly to book those visits straight to your calendar however it also permits Calendly.

And what I imply by this, is things beyond just Calendly consultations however things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.

You’re gon na wan na put the name of your business or maybe it’s your full name. I have actually got 2 occasions presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.

Let’s state produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually easy here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending on the option that you choose, you may have some additional options waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their telephone number. I require to know who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have booked the appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na conserve that option here. If you have several events that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook particularly. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to possibly a few of the other events that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they know what they’re getting.

Now as soon as we struck 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

Calendly And Outlook 365 – Easy scheduling ahead

Are you an expert, a freelancer or maybe you’re just searching for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very easy and fast tool to allow individuals who are interested in my business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things began by entering into our menu, into our account once you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar however it also allows Calendly.

to check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly consultations but things that are occurring perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to look for disputes more than simply the one that you have selected up here and you can likewise specify which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate with any calendar service including 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 encourage you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and possibly a welcome message simply when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you want to add here. And last but not least, we can click on the my link.

Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your company or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes occur. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s proceed to the occasions themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets several guests meet with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for one-on-one meeting.

So let’s state create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly easy here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this an in person conference, a phone 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 noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the option that you select, you may have some extra alternatives waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their telephone number. I need to understand who I’m calling or I can select this option, my guest ought to call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. If somebody is thinking about 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 only after they’ve booked the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, 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 include a description which is something you do not wan na ignore specifically. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe a few of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly your full 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 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 easy for me to identify however also if I simply copy and paste this link, they understand what they’re getting.

And last but not least, we can select a different color. This is extremely useful if you have several events, I’m gon na choose red in this case just so it stands apart from the other events that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of