How To Connect Calendly To Outlook 365 Shared Calendar – 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 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.

to examine other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have selected up here and you can also define which calendar to include those appointments to. This is certainly gon na be your really 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 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 just wan na encourage you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and possibly a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design 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. For the most part, you’re gon na wan na put the name of your service or perhaps 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 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 land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the events 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. So let’s return to our menu within our account screen here. And this is really our primary page here on the home screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for one-on-one conference.

So let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion 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 just gon na call this one, Meeting with Scott, truly basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending on the option that you choose, you might have some additional choices waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I require to understand who I’m calling or I can pick this alternative, my invitee ought to call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have scheduled the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they have actually reserved the time will this number be exposed. 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 say upgrade, that’s gon na save that option here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect especially. 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 occasion is about compared to possibly some of the other events that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization 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 separate URL. In this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting.

Now once 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

How To Connect Calendly To Outlook 365 Shared Calendar – Easy scheduling ahead

Are you an expert, a freelancer or possibly you’re just searching for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a fast and really simple tool to permit individuals who have an interest in my business and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as 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. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 appointments straight to your calendar however it likewise permits Calendly.

to examine other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are happening maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use 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 visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can authenticate 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 just wan na motivate you to submit an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend 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 likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you want to add here. And lastly, we can click the my link.

Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your company or maybe it’s your full name. Remember, 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 media accounts or you can simply copy and paste this and give it to people straight 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 some of those modifications happen. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that individuals can choose 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 comes into play. And now let’s proceed to the occasions themselves and how can you establish 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. Let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can include and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the bulk of individuals are using 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 offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m just gon na state, 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 maybe some of the other occasions that I have offered.

Now once 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