Calendly Connect To Outlook – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re simply looking for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require 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 have actually utilized Calendly for a while now. It is a extremely easy and quick tool to allow people who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as 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. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it likewise enables Calendly.

to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly appointments however things that are happening possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have chosen up here and you can also define which calendar to add those consultations to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections set up properly. Just choose include calendar account here and you can authenticate 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 suggest that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to include here. And lastly, we can click the my link.

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

Let’s say develop for individually. On this screen, the first thing that we require to do is give 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. I’m simply gon na call this one, Fulfilling with Scott, really easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly 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 alternative that you choose, you might have some additional options waiting on you. 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 note their phone number. I need to understand who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only 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 ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have several occasions that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na ignore especially. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service 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 attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however also if I simply paste this link and copy, they understand what they’re getting.

And finally, we can select a various color. This is very handy if you have numerous events, I’m gon na pick red in this case so it stands out from the other events that I’ve currently 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 people book this event. So by opening this app, you’re gon na see a lot of

Calendly Connect To Outlook – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly appointments however things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 important than you think. In many cases, you’re gon na wan na put the name of your company or maybe 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 website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your customers 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 primary page here on the home screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either produce an one-on-one meeting or a group meeting. 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. But in many cases, the majority of individuals are using Calendly for individually conference.

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 save that choice here. I’m just gon na say, this is a meeting 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 readily available.

And finally, we can pick a different color. This is extremely practical if you have several events, I’m gon na select red in this case so it sticks out from the other events that I’ve already created. 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 event. So by opening this app, you’re gon na see a great deal of