Can I Assign Certain Tags To A Calendly Appointment Going Into Active Campaign? – Easy scheduling ahead

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 one of the 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 mean by this, is things beyond simply Calendly visits however things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is certainly 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 simply wan na encourage you to publish an image.

Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your company or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals 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 return to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here just to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your potential 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 add and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This might be fantastic for a teacher 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 individually conference.

In this case, I’m gon na state, 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 alternative here. I’m just gon na say, 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 maybe some of the other events that I have available.

And last but not least, we can select a various color. This is extremely handy if you have numerous events, I’m gon na choose red in this case so it sticks out from the other events that I’ve already developed. Now once we struck 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. By opening this app, you’re gon na see a lot of

Can I Assign Certain Tags To A Calendly Appointment Going Into Active Campaign? – 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 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.

to examine other reservations that you may have going on. And what I mean by this, is things beyond just Calendly visits however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to check for conflicts more than simply the one that you have actually chosen up here and you can likewise define which calendar to add those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select add 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 simply wan na encourage you to submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly a welcome message simply 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 or some other image that you would like to add here. And finally, we can click the my link.

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

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 update, that’s gon na save that alternative 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 distinguish what this event is about compared to perhaps 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 occasion. By opening this app, you’re gon na see a lot of