Calendly Infusionsoft Integration – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and enabling people to easily 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 Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and really simple tool to allow individuals who have an interest in my company and in my work to book time with me. So 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 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. Since actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 consultations directly to your calendar however it likewise enables Calendly.

And what I indicate by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is absolutely 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 simply wan na motivate you to submit an image.

You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got two occasions currently that individuals can choose from and when they click on one of those events, 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 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 state update, that’s gon na save that alternative here. I’m just gon na state, 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 possibly some of the other occasions that I have readily available.

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

Calendly Infusionsoft Integration – 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.

to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are taking place maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use numerous calendars to check for disputes more than just the one that you have picked up here and you can also define which calendar to include those consultations to. This is certainly 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 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 just wan na motivate you to upload an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile photo here together with your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you would like to add here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your service or perhaps it’s your complete name. I’ve got two events currently that people can select 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 brand-new screen.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events that I have available.

And last but not least, we can pick a different color. This is very useful if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I have actually currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of