Calendly Integration With Hubspot Crm – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hello 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 really easy and fast tool to enable 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 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 one of the top places that you’re gon na wan na go is up here to your account. Since 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 include one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar however it also permits Calendly.

And what I indicate by this, is things beyond just Calendly visits but things that are happening maybe in your individual life or other meetings 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 remain 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.

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

Let’s state create for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting 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 telephone call in this case. And in most cases, depending on the option that you choose, you might have some additional options waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have scheduled the consultation. 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 right away, it’s only after they have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, 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 specifically if you have multiple events that you’re gon na be providing to your users. I’m simply 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 occasions that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your business name or possibly your full name to get them to your primary 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 specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they understand what they’re getting.

Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of

Calendly Integration With Hubspot Crm – Easy scheduling ahead

Are you an expert, a freelancer or maybe you’re simply searching for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to enable people who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. So 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 top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because really everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it also permits Calendly.

And what I suggest by this, is things beyond just Calendly visits but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your really 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 believe. You’re gon na wan na put the name of your service or perhaps it’s your full 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 website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click my link here just to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s proceed 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 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 actually our main page here on the home 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 new occasion from scratch. We gon na choose that new event type, which is gon na open a new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for individually meeting.

Let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting 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 choose telephone call in this case. And in a lot of cases, depending on the option that you pick, you might have some extra choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can select this option, my invitee ought to call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to show this number until they have reserved the appointment. If somebody is thinking about 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 only after they’ve booked 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 inquire to provide their telephone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook particularly. I’m simply gon na state, this is a conference 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 occasions that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly 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 again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they understand what they’re getting too.

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