How To Allow Salesforce To Integrate With 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 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 add one or more calendar accounts.

to check other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are happening possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have picked up here and you can likewise define which calendar to add those consultations to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established properly. Just choose add calendar account here and you can validate with any calendar service including 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 just wan na motivate you to upload an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you wish to include here. And lastly, we can click the my link.

Now this is most likely more important 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. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those modifications occur. I’m gon na click on my link here just to show 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 two occasions presently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. And 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 potential leads or for your customers to come in here and book time with you. So let’s go back 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 edit existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets several guests meet with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, the majority of individuals are utilizing Calendly for individually conference.

Let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the option that you select, you might have some extra choices awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their contact number. I require to know who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. If somebody is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they have actually booked the time will this number be exposed. 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 upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly a few of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they understand what they’re getting as well.

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

How To Allow Salesforce To Integrate With Calendly – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re just searching for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely simple tool to enable individuals who are interested in my business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you’ve joined 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 really whatever 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 visits directly to your calendar but it also permits Calendly.

to examine other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are happening perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several 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 consultations to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Just select include calendar account here and you can confirm 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 just wan na motivate you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you want to add here. And lastly, we can click the my link.

Now this is probably more important than you believe. In most cases, you’re gon na wan na put the name of your business or perhaps it’s your complete name. 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 media accounts or you can simply copy and paste this and give it to people 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 house screen. I simply wan na show you where some of those changes take place. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple invitees meet 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. In a lot of cases, the bulk of individuals are using Calendly for individually conference.

So let’s say create for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the option that you choose, you might have some additional choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my desired contact number here and the great thing with Calendly is that it’s not going to display this number up until they have actually booked the visit. If somebody is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they have actually scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have several events that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na neglect especially. I’m simply gon na say, 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 possibly some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they understand what they’re getting.

Now once 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