Does Calendly Integrate With Redtail – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re just looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hi everybody, 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 extremely easy and fast tool to permit people who have an interest in my business 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 once you have actually signed up with 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 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 enables Calendly to book those consultations straight to your calendar however it also enables Calendly.

And what I indicate by this, is things beyond simply Calendly visits however things that are happening maybe in your personal 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 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 publish an image.

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

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve 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 distinguish what this event is about compared to perhaps some of the other events that I have available.

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

Does Calendly Integrate With Redtail – Easy scheduling ahead

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 very first locations that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections established properly. Just choose include calendar account here and you can verify with any calendar service including 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 publish an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your great profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you want to add here. And finally, we can click the my link.

Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your service or possibly it’s your full 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 individuals straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those changes take place. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can choose from and when they click among those occasions, 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. So let’s return 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 occasions. I have actually got two events that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either produce an individually conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be fantastic for a teacher 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 one-on-one conference.

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 say upgrade, that’s gon na conserve 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 differentiate what this event is about compared to maybe some of the other events that I have offered.

Now as soon as we struck 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