Calendly With Outlook – Easy scheduling ahead

Are you a consultant, a freelancer or possibly you’re just trying to find more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a extremely simple and quick tool to allow people who are interested in my company and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account when you’ve joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the 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 straight to your calendar but it also permits Calendly.

to inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to add those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can confirm 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 simply wan na motivate you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile photo here together with your name and possibly a welcome message just when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to include here. And finally, we can click the my link.

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

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

And last but not least, we can select a various color. This is really handy if you have several occasions, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. 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 With Outlook – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re just searching for more leads and permitting 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 understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a fast and really easy tool to enable people who have an interest in my organization and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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 actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just allows Calendly to book those appointments directly to your calendar but it likewise allows Calendly.

And what I indicate by this, is things beyond just Calendly visits however things that are occurring perhaps in your personal life or other meetings 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 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.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your company or perhaps 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 link from your site or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here simply to reveal you where this appears. So 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 events presently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters into play. And now let’s carry on to the events themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our primary page here on the home screen where you can include 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 event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an individually conference or a group conference. Now a group conference lets several invitees consult with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. But for the most part, the majority of individuals are utilizing Calendly for individually conference.

Let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your reference. 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, truly simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the alternative that you choose, you might have some additional options awaiting you. For example, 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 contact 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 preferred contact number here and the great thing with Calendly is that it’s not going to show this number till they have scheduled the consultation. 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’ve scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous events 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 neglect specifically. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to maybe some of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply copy and paste this link, they understand what they’re getting also.

And finally, we can choose a various color. This is really handy if you have numerous events, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of