Does Calendly Intergrate With Salesforce – 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 first places 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.

And what I imply by this, is things beyond simply Calendly appointments but things that are taking place perhaps 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.

Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or possibly 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 land on 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 occur. I’m gon na click my link here simply to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can pick from and when they click among 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 occasions themselves and how can you set up one or more events so that it’s as easy 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 really our main page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, the majority of people are utilizing Calendly for one-on-one conference.

Let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually simple here. I can recognize, oop, Satisfying 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 face to face conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the choice that you pick, you might have some extra options waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their contact number. I need to understand who I’m calling or I can select this option, my guest needs to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’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. Down below we can include a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be offering 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 distinguish what this event has to do with compared to maybe some of the other events that I have offered. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they know what they’re getting as well.

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

Does Calendly Intergrate With Salesforce – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re just trying to find 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 need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to permit people who are interested in my service and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account once you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar however it also allows Calendly.

to examine other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are happening perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can use multiple calendars to check for disputes more than just the one that you have picked up here and you can likewise specify which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can verify 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 encourage you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And finally, we can click on the my link.

You’re gon na wan na put the name of your company or perhaps it’s your complete name. I’ve got two events currently 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 select that brand-new occasion type, which is gon na open up a brand-new screen.

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 update, that’s gon na conserve that choice here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other events that I have offered.

And last but not least, we can pick a different color. This is really practical if you have several occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I’ve already created. 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 great deal of