How To Configure Calendly Outlook Plugin – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the very 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 visits however things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 submit an image.

Now this is probably more vital than you believe. For the most part, you’re gon na wan na put the name of your organization or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media 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 go back to the house screen. I just wan na reveal you where some of those modifications take place. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s move on to the events themselves and how can you establish several occasions so that it’s as simple for your potential 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 modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for individually conference.

So let’s say create 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 simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to add an area and you can see we can inform our users upfront, is this a personally conference, a 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 listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the choice that you choose, you might have some extra options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can pick this option, my guest must call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the appointment. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their phone number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na overlook specifically if you have numerous occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to possibly a few of the other events that I have offered. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they know what they’re getting as well.

And last but not least, we can select a different color. This is very useful if you have several events, I’m gon na pick red in this case so it sticks out from the other events that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of

How To Configure Calendly Outlook Plugin – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re simply trying to find more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a very easy and fast tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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 since actually 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 include one or more calendar accounts. This not only allows Calendly to book those visits directly to your calendar but it likewise allows Calendly.

And what I imply by this, is things beyond just Calendly consultations however things that are happening possibly 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 simply wan na motivate you to submit an image.

Now this is most likely more important than you think. In many cases, you’re gon na wan na put the name of your business 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 website or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home 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 reveal you where this appears. So 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 currently that people can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. But now let’s carry on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential leads or for your clients 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 main page here on the home screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, most of individuals are using Calendly for individually meeting.

Let’s state develop for individually. 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 reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the option that you pick, you may have some extra choices waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their contact number. I require to know who I’m calling or I can select this option, my invitee ought to call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the appointment. If somebody is considering scheduling 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 state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na overlook particularly if you have several events that you’re gon na be providing to your users. I’m simply gon na state, this is a conference 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 available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or maybe your full 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 again, you wan na try make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they know what they’re getting too.

Now when 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