Calendly App For Outlook – 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 locations 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 examine other reservations that you may have going on. And what I mean by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use numerous calendars to check for disputes more than just the one that you have chosen up here and you can likewise define which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate 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 simply wan na encourage you to publish an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and maybe a welcome message just when they arrive at your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo design 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 possibly it’s your full name. I have actually got 2 occasions 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 choose that new occasion type, which is gon na open up a brand-new screen.

Let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted 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 select, you may have some extra options awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number till they have reserved the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na neglect particularly if you have numerous occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other events 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 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 attempt make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they understand what they’re getting also.

Now once 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

Calendly App For Outlook – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re just looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and really simple tool to enable people who have an interest in my service and in my work to book time with me. 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 once you have actually signed up 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 due to the fact that truly whatever is based around your relationship with Calendly and your calendar. 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 allows Calendly to book those appointments directly to your calendar but it also enables Calendly.

to check other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are taking place maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize multiple calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those consultations to. So this is certainly gon na be your really first stop to make sure 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. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps 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 design or some other image that you wish to include here. And finally, we can click the my link.

Now this is probably more crucial than you believe. In most cases, you’re gon na wan na put the name of your business or possibly it’s your full 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 networks accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, when 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 modifications happen. I’m gon na click on my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s carry on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential 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 house screen where you can add and edit existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group meeting lets multiple guests meet you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for individually meeting.

Let’s state produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. 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 telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the alternative that you pick, you may have some extra choices awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I require to know who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually scheduled the consultation. So if someone is thinking about 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 only after they’ve reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their phone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na ignore especially if you have multiple occasions that you’re gon na be offering to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to maybe some of the other events that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try 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 identify however also if I simply copy and paste this link, they understand what they’re getting.

And finally, we can choose a various color. This is very handy if you have numerous events, I’m gon na select red in this case just so it stands out from the other occasions that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of