How To Add A Shared Calendar To Calendly – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re just trying to find more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and extremely simple tool to enable people who are interested in my organization 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 began by going into our menu, into our account once you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it likewise enables Calendly.

to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are occurring possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can use multiple calendars to look for disputes more than just the one that you have actually selected up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established correctly. Simply select include calendar account here and you can authenticate 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. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here in addition to your name and maybe a welcome message just when they arrive on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you want to include here. And last but not least, we can click the my link.

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

So let’s say create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the choice that you select, you might have some additional choices waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually reserved the time will this number be revealed. However 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. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na overlook especially. 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 maybe some of the other events that I have available. And then just listed below the description, we have our occasion link. Now we currently 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 different URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting also.

And last but not least, we can choose a various color. This is really handy if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other events that I have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of

How To Add A Shared Calendar To Calendly – 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 include one or more calendar accounts.

to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly appointments but things that are happening possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 upload an image. If this is conferences or visits 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 beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you wish to add here. And last but not least, we can click on the my link.

Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your company or maybe it’s your complete name. But keep in mind, 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 just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click on 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 people can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s carry on to the events themselves and how can you set up 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. So let’s return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple guests consult with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for individually meeting.

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 update, that’s gon na save that option 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 offered.

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