Calendly Ms Teams 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 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 include one or more calendar accounts.

And what I imply by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 motivate you to publish an image.

Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your company or possibly 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 connect from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications occur. I’m gon na click on my link here just to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential 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 primary page here on the home screen where you can include and modify existing occasions. I’ve got two events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets several invitees meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of people are using Calendly for individually meeting.

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 upgrade, that’s gon na conserve that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have available.

And lastly, we can pick a various color. This is very practical if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I’ve currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of

Calendly Ms Teams Integration – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hey there 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 quick and really easy tool to enable people who are interested in my business 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 as soon as 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. Because truly everything is based around your relationship with Calendly and your calendar, and we want 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 just enables Calendly to book those visits directly to your calendar however it also enables Calendly.

And what I suggest by this, is things beyond just Calendly visits but things that are taking place maybe in your personal life or other conferences 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 correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your complete 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 website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy 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 actually our main page here on the house screen where you can include and modify existing events. 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 choose that brand-new occasion type, which is gon na open up a new screen. We’ve got two 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 may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for one-on-one meeting.

Let’s state produce for individually. On this screen, the first thing that we require to do is give 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 just gon na call this one, Meeting with Scott, truly basic here. I can recognize, oop, Satisfying 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 an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the choice that you select, you may have some extra options waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to display this number till they have booked the consultation. If someone is considering 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 just after they have actually booked the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or possibly your complete 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 particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.

And last but not least, we can select a various color. This is really handy if you have multiple events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently developed. Now once 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