Does Every Calendly User Have To Integrate The Salesforce Account – Easy scheduling ahead

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 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 add 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 visits but things that are happening possibly in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to look for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to add those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up properly. Simply select 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 submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile image here along with your name and perhaps 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 add your company logo or some other image that you wish to include here. And last but not least, we can click on the my link.

Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your complete name. But remember, 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 just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click on my link here simply to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo 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 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 truly our main page here on the house screen where you can add and modify existing events. I’ve got two occasions that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets several invitees meet 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. However in many cases, the majority of individuals are using Calendly for individually meeting.

Let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, actually simple here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the alternative that you pick, you may have some additional alternatives waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. So if somebody is considering scheduling 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 only after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have numerous events that you’re gon na be offering to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to perhaps a few of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they understand what they’re getting.

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

Does Every Calendly User Have To Integrate The Salesforce Account – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very easy and quick tool to allow people who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by entering into our menu, into our account when you have actually joined Calendly. And one of 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 make certain that you include several calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it likewise enables Calendly.

And what I imply by this, is things beyond just Calendly visits however things that are occurring possibly 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 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.

You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got 2 events currently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick 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 guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other occasions that I have offered.

And last but not least, we can pick a different color. This is extremely helpful if you have several events, I’m gon na choose red in this case so it stands out 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 occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of