Can Calendly Be Integration With Salesforce – Easy scheduling ahead

Are you an expert, a freelancer or possibly you’re simply searching for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to permit individuals who are interested in my business and in my work to book time with me. So 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 as soon as 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. Since actually whatever 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 ensure that you include one or more calendar accounts. This not only allows Calendly to book those appointments straight 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 possibly in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain 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 probably more important than you think. You’re gon na wan na put the name of your business or perhaps it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks 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, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters into play. But now let’s carry on to the events themselves and how can you establish one or more occasions so that it’s as easy for your prospective leads or for your customers 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 primary page here on the house screen where you can add and edit existing events. I’ve got 2 events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for individually meeting.

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 say upgrade, that’s gon na save that choice here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other events that I have available.

Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of

Can Calendly Be Integration With Salesforce – Easy scheduling ahead

Are you a consultant, a freelancer or possibly you’re just looking for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to enable people who have an interest in my company 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 as soon as 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. Because truly whatever 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 ensure that you include one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar however it likewise enables Calendly.

And what I suggest by this, is things beyond just Calendly consultations however things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image.

Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your business or maybe 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 link from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those modifications happen. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that individuals 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. And now let’s move on to the occasions themselves and how can you establish several events 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 primary page here on the house screen where you can include and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for individually conference.

Let’s state develop for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending on the alternative that you select, you may have some additional options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can select this choice, my invitee must call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. If someone is considering 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 only after they have actually scheduled the time will this number be exposed. 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 say upgrade, that’s gon na save that choice here. If you have several occasions that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na overlook specifically. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps 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 organization name or possibly 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 once again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, 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 last but not least, we can pick a different color. This is really practical if you have numerous events, I’m gon na choose red in this case so it stands out from the other events that I’ve already developed. Now as soon as 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 event. By opening this app, you’re gon na see a lot of