Calendly And Outlook Not Syncing – Easy scheduling ahead

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

to check other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly visits however things that are happening perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to add those consultations to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections established properly. Just choose include calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a fast 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 on the my link.

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

So let’s state create for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add 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 specific conferencing conference 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 call in this case. And in many cases, depending upon the alternative that you pick, you may have some additional choices waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to know who I’m calling or I can select this option, my invitee must call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the visit. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option here. If you have several 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 neglect especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other events that I have offered. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they know what they’re getting as well.

And finally, we can choose a various color. This is very helpful if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of

Calendly And Outlook Not Syncing – Easy scheduling ahead

Are you an expert, a freelancer or possibly you’re simply searching for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a really easy and fast tool to permit individuals who have an interest in my service 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 started by going into our menu, into our account as soon as you have actually registered with Calendly. And among 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 enables Calendly to book those consultations straight to your calendar but it likewise permits Calendly.

And what I imply by this, is things beyond just Calendly appointments however things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is certainly 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 just wan na encourage you to publish an image.

Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your organization or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. Today let’s carry on to the events themselves and how can you establish several occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, the majority of individuals are using Calendly for individually meeting.

So let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an event 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. I’m just gon na call this one, Fulfilling with Scott, really simple here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the option that you select, you may have some extra choices waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this choice, my guest should call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have scheduled the visit. So if someone is considering booking 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’ve booked 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 state upgrade, that’s gon na save that option here. If you have multiple events 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 just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other occasions that I have offered. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your business name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they know what they’re getting also.

And lastly, we can pick a various color. This is very valuable if you have several occasions, I’m gon na select red in this case so it sticks out from the other occasions that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of