Calendly Integration With Slack – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a extremely simple and quick tool to allow people who have an interest in my business 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 started by going into our menu, into our account as soon as you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those consultations straight to your calendar but it also allows Calendly.

to check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are happening maybe 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 use multiple calendars to check for conflicts more than simply the one that you have picked up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections established properly. Just select include calendar account here and you can confirm with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and maybe a welcome message just when they arrive at your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to include here. And lastly, we can click the my link.

Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link 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 land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either create an individually conference or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for one-on-one conference.

Let’s state produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the alternative that you select, you may have some additional choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have reserved the consultation. So if someone is thinking about scheduling 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 scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na say upgrade, that’s gon na save that choice here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not 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 separate what this event is about compared to maybe some of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they understand what they’re getting also.

And last but not least, we can select a different color. This is very helpful if you have numerous occasions, I’m gon na pick red in this case just so it sticks out from the other events that I have actually already developed. Now once we hit 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. So by opening this app, you’re gon na see a lot of

Calendly Integration With Slack – Easy scheduling ahead

Are you an expert, a freelancer or possibly you’re simply searching 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 everything you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a quick and very easy tool to enable individuals who are interested in my service and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the first 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. 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 enables Calendly to book those consultations straight to your calendar but it also enables Calendly.

to inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits 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 look for disputes. You can utilize multiple calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise define which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. 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 upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile picture here along with your name and perhaps a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to include here. And last but not least, we can click the my link.

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

Let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion 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. So I’m just gon na call this one, Consulting with Scott, actually simple here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include a location 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 particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the alternative that you select, you may have some additional options waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their telephone number. I need to know who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number until they have actually reserved the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down below we can add a description which is something you do not wan na neglect specifically if you have several occasions that you’re gon na be providing to your users. So 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 event is about compared to maybe a few of the other events that I have readily available. And then simply listed below the description, we have our event 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 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 particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they understand what they’re getting.

And last but not least, we can select a different color. This is very useful if you have several occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of