Calendly For Outlook 365 – 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 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 mean by this, is things beyond simply Calendly visits however things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 motivate you to submit an image.

You’re gon na wan na put the name of your organization or maybe it’s your full name. I have actually got two occasions presently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. I’m just 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 maybe some of the other events that I have readily available.

Now as soon as we hit 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

Calendly For Outlook 365 – Easy scheduling ahead

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 very 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 may have going on. And what I imply by this, is things beyond simply Calendly visits but things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also look for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those appointments to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just choose add calendar account here and you can confirm 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 appointments that individuals are going to be scheduling with you, I advise that you put your good profile picture here along with your name and perhaps 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 company logo or some other image that you want to include here. And lastly, we can click the my link.

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

Let’s say produce for individually. 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 simply your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to add a place 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 conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the alternative that you pick, you may have some additional choices waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my invitee ought to call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have booked the appointment. 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 away, it’s just after they’ve scheduled 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 to offer their telephone number. I’m gon na state update, that’s gon na save that option here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na overlook specifically. I’m simply gon na say, 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 perhaps some of the other occasions that I have available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company 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 different URL. In this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I simply paste this link and copy, they know what they’re getting too.

And lastly, we can choose a different color. This is very valuable if you have several occasions, I’m gon na select red in this case just so it stands out from the other occasions that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of