Calendly Zoom Integration – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit people who have an interest in my organization and in my work to book time with me. 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 have actually 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 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 allows Calendly to book those appointments straight to your calendar however it likewise enables Calendly.

And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your personal life or other meetings 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to upload an image.

Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your company or possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be showing 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, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here simply to reveal 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’ve got 2 events currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions 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 primary page here on the house screen where you can add and modify existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an individually meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. However most of the times, most of individuals are using Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other events that I have readily available.

And finally, we can choose a various color. This is extremely helpful if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve already produced. Now when 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 great deal of

Calendly Zoom Integration – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when you have actually 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.

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 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 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 probably more important than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here just 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’ve got 2 occasions presently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions 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 actually our main page here on the house screen where you can add and modify existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. But in most cases, most of people are utilizing Calendly for one-on-one meeting.

So let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion 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, Consulting with Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the choice that you choose, you may have some extra alternatives awaiting you. For example, do I wan na pick 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 need to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na say update, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be using to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps a few of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they know what they’re getting.

And lastly, we can choose a different color. This is really helpful if you have several events, I’m gon na pick red in this case so it stands apart from the other occasions that I’ve already produced. Now once 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