Calendly Calendar Integration – Easy scheduling ahead

Are you an expert, a freelancer or maybe you’re simply searching for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to permit people who are interested in my service and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things started by entering into our menu, into our account as soon as 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. Due to the fact that actually 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 just enables Calendly to book those visits directly to your calendar however it likewise permits Calendly.

to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise look for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select 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 simply wan na encourage you to submit an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you want to include here. And finally, we can click on the my link.

Now this is probably more important than you believe. For the most part, you’re gon na wan na put the name of your company or possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that individuals can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na choose that new event type, which is gon na open a new screen. We’ve got two options here, we can either develop an individually meeting or a group meeting. Now a group conference lets several guests consult with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, most of people are utilizing Calendly for one-on-one conference.

So let’s state produce for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply 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, Consulting with Scott, really basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to include a location 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 particular conferencing meeting 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 choice that you pick, you may have some extra alternatives awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, 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 invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have numerous events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na neglect particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other events that I have offered. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe your complete 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. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they know what they’re getting.

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 Calendar Integration – Easy scheduling ahead

Are you a consultant, a freelancer or possibly you’re just trying to find more leads and allowing individuals to easily 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 everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and really easy tool to permit individuals who are interested 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 top 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 really whatever is based around your relationship with Calendly and your calendar. 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 directly to your calendar however it also enables Calendly.

to examine other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring possibly in your individual life or other conferences that come 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 just the one that you have actually selected up here and you can also specify which calendar to add those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include 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 motivate you to publish an image. So if this is meetings or appointments that people are going to be scheduling with you, I advise that you put your great profile photo here in addition to your name and possibly a welcome message simply 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 design or some other image that you would like to add here. And lastly, we can click on the my link.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media 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, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click on my link here just to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that people can pick from and when they click one of those occasions, 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 set up several events so that it’s as easy for your potential leads or for your customers 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 main page here on the house screen where you can add and modify existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually conference.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that option here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available.

And last but not least, we can select a various color. This is really useful if you have numerous events, I’m gon na select red in this case just so it stands out from the other events that I’ve already produced. Now when 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