Calendly Outlook Sync – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re simply looking for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a very simple and fast tool to enable people who have an interest in my service and in my work to book time with me. 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 when 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 want to go to calendar connections because truly everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it also enables Calendly.

to inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are happening maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to look for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Just select include calendar account here and you can validate 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 submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile image here in addition to your name and possibly a welcome message just when they arrive 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 would like to add here. And last but not least, we can click the my link.

Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your organization or maybe it’s your full 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 media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two 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 enters 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 easy 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 actually our main page here on the home screen where you can include and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option 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 differentiate what this occasion is about compared to possibly some of the other events that I have readily available.

And finally, we can choose a different color. This is really handy if you have numerous events, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of

Calendly Outlook Sync – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re simply looking for more leads and permitting 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 everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a fast and very simple tool to enable individuals 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 began by entering into our menu, into our account once you have actually joined 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 due to the fact that 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 add one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar however it likewise permits Calendly.

And what I imply by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your very 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 motivate you to submit an image.

You’re gon na wan na put the name of your service or perhaps it’s your full name. I have actually got 2 occasions presently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.

So let’s state 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 simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the option that you choose, you may have some extra alternatives waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I require to understand who I’m calling or I can choose this option, my guest must call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. If somebody is thinking about scheduling 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 reserved 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 supply their phone number. I’m gon na say update, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na neglect especially if you have multiple events that you’re gon na be using 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 event 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 organization 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 different URL. In this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just copy and paste this link, they understand what they’re getting too.

And finally, we can choose 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 occasions that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of