Calendly Integrations – 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 locations 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 add one or more calendar accounts.

to inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can use several calendars to check for conflicts more than just the one that you have picked up here and you can also specify which calendar to add those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can authenticate 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 simply wan na motivate you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And finally, we can click the my link.

Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your organization or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s proceed to the events themselves and how can you establish one or more events so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our main page here on the home screen where you can include and modify existing events. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for one-on-one meeting.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. 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 event is about compared to perhaps some of the other events that I have readily available.

Now when 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 Integrations – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first locations 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 add one or more calendar accounts.

to examine other bookings that you may have going on. And what I mean by this, is things beyond just Calendly visits however things that are happening perhaps in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to add those visits to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. 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 just wan na encourage you to publish 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 image here together with your name and maybe a welcome message just when they land on your beginning 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 want to include here. And lastly, we can click the my link.

Now this is probably more important than you believe. For the most part, you’re gon na wan na put the name of your organization or maybe it’s your full name. Remember, 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 directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. And now let’s proceed to the occasions themselves and how can you establish several 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 go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and modify existing events. I’ve got two events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an individually meeting or a group meeting. Now a group conference lets several guests consult with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of people are utilizing Calendly for individually conference.

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 save that choice here. I’m simply gon na state, 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 maybe some of the other occasions that I have offered.

Now once 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