Calendly And Salesforce – 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 first places 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.

to examine other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place perhaps in your personal life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can use several calendars to check for disputes more than just the one that you have selected up here and you can likewise specify which calendar to add those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can verify 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 submit an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your good profile picture here in addition to your name and possibly a welcome message just when they arrive at your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to include here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your business or maybe it’s your full name. I’ve got 2 events currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.

Let’s say develop for one-on-one. 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 land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the choice that you select, you may have some additional alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can pick this option, my invitee must call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. So 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 now, it’s only after they have actually booked 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 state update, that’s gon na conserve that option here. If you have several occasions 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 neglect especially. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly 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 possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however also if I just copy and paste this link, they know what they’re getting also.

And last but not least, we can pick a different color. This is really practical if you have several events, I’m gon na choose red in this case just so it sticks out from the other events that I’ve already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of

Calendly And Salesforce – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and really simple tool to allow people who are interested in my business and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things started by entering into our menu, into our account once you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not only allows Calendly to book those appointments directly to your calendar but it also enables Calendly.

to examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can use several calendars to check for conflicts more than simply the one that you have chosen up here and you can also specify which calendar to include those visits to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Simply select add calendar account here and you can verify 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 publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include 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 perhaps it’s your full name. I’ve got 2 events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.

Let’s say produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the option that you select, you might have some additional alternatives awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to understand who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to display this number till they have booked the consultation. So if somebody is considering scheduling 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 booked the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their telephone number. I’m gon na state update, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na overlook particularly if you have several events that you’re gon na be providing to your users. So I’m simply gon na state, 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 possibly a few of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your company 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 different URL. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they understand what they’re getting.

And last but not least, we can choose a various color. This is extremely valuable if you have multiple occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve currently created. Now when 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