Calendly Connect To Exchange – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re simply 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 need to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a quick and really simple tool to allow individuals who have an interest in my business and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account when you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 consultations directly to your calendar but it likewise permits Calendly.

to check other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also check for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to include those visits to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established properly. Simply select add calendar account here and you can confirm with any calendar service consisting of 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 motivate you to upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And last but not least, we can click on the my link.

Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your service or perhaps it’s your complete name. Remember, 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 individuals straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two events currently that individuals 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 design enters into play. And now let’s move on to the events themselves and how can you establish one or more events so that it’s as easy for your potential 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 really our primary page here on the home screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets several guests meet you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for individually conference.

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

And finally, we can pick a various color. This is really handy 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 currently produced. Now as soon as we struck 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. So by opening this app, you’re gon na see a great deal of

Calendly Connect To Exchange – 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 include one or more calendar accounts.

And what I indicate by this, is things beyond simply Calendly appointments however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 upload an image.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your service or perhaps 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 simply copy and paste this and give it to individuals straight 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 simply wan na reveal you where some of those changes take place. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential 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 really our main page here on the house screen where you can include and edit existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets several guests meet with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for individually meeting.

Let’s say produce for one-on-one. 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 referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include an area 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 meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the choice that you select, you might 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 individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can select this alternative, my guest should call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. So if somebody 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 reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore specifically. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they know what they’re getting too.

Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of