Calendly Outlook Exchange – 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.

And what I mean by this, is things beyond just Calendly visits however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is certainly 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 upload 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 possibly it’s your full name. 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 simply copy and paste this and give it to individuals directly so that they can arrive on 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 on my link here simply to show you where this shows up. 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 two occasions presently that people can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on 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 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 add and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open a new screen. We have actually got two choices here, we can either produce an individually conference or a group conference. Now a group meeting lets several invitees consult with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of people are using Calendly for individually conference.

So let’s state produce for one-on-one. 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 people are gon na be seen. So I’m just gon na call this one, Meeting Scott, really easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the alternative that you select, you may have some additional choices waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually booked the time will this number be exposed. 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. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have multiple events that you’re gon na be using to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they understand what they’re getting too.

And lastly, we can choose a various color. This is very useful 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 have actually already developed. Now when 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 event. So by opening this app, you’re gon na see a great deal of

Calendly Outlook Exchange – 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 add one or more calendar accounts.

to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are happening possibly in your individual life or other conferences 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 look for conflicts more than simply the one that you have actually chosen up here and you can also define which calendar to add those appointments to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just choose include 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 simply wan na encourage you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you would like to add here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your service or perhaps it’s your full name. I’ve got two events currently that individuals 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 new occasion type, which is gon na open up a brand-new screen.

So let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your referral. 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 identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the alternative that you choose, you might have some additional alternatives waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this alternative, my guest should call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have scheduled the appointment. If someone is thinking about booking 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 reserved the time will this number be exposed. 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 say update, that’s gon na conserve that choice here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na ignore specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to perhaps some of the other occasions that I have offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I simply paste this link and copy, they know what they’re getting.

And last but not least, we can pick a different color. This is extremely helpful if you have several occasions, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of