Calendly For Outlook Addin – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re just looking for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a quick and really easy tool to enable people who are interested in my service and in my work to book time with me. So I wan na reveal 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. Because actually everything 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 add one or more calendar accounts. This not just enables Calendly to book those consultations directly to your calendar however it likewise allows Calendly.

And what I suggest by this, is things beyond just Calendly visits however things that are occurring possibly in your personal life or other meetings 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 properly. Next up, we wan na remain 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.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your full 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 site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those modifications take place. 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’ve got two occasions presently that individuals can pick from and when they click on one of those events, 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 occasions 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 truly our main page here on the house screen where you can add and modify existing events. I’ve got two events that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually conference or a group conference. Now a group meeting lets several invitees meet 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. However in many cases, most of individuals are using Calendly for one-on-one conference.

Let’s say create for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed 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 might have some additional choices waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their telephone number. I need to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, 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 invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect specifically. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting.

Now when 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 Addin – Easy scheduling ahead

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 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 add one or more calendar accounts.

to check other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are happening perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have actually selected up here and you can likewise define which calendar to include those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can verify 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 encourage you to publish an image. So 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 in addition to your name and perhaps a welcome message just when they arrive on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you would like to add here. And finally, we can click the my link.

Now this is probably more important than you believe. 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 website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those modifications take place. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary 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 choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters 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 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 truly our main page here on the house screen where you can include and modify existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got two 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 excellent 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 using Calendly for individually conference.

So let’s say create for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply 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, Consulting with Scott, really simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second 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 using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending on the alternative that you select, you might have some additional alternatives waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their contact number. I need to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have booked the appointment. If somebody is considering booking 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 only after they’ve booked the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their contact number. I’m gon na say update, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na ignore especially if you have several occasions that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company 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 different URL. So in this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting also.

And lastly, we can choose a various color. This is very handy if you have numerous events, I’m gon na pick red in this case just so it stands apart from the other events that I have actually currently 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. By opening this app, you’re gon na see a lot of