How To Connect Calendly With Infusionsoft – Easy scheduling ahead

Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a very simple and fast tool to permit people 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. So we’re gon na get things began by going into our menu, into our account when 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 whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 enables Calendly to book those appointments straight to your calendar but it also enables Calendly.

And what I mean by this, is things beyond just Calendly consultations however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is absolutely 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 simply wan na motivate you to upload an image.

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

Let’s state produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your recommendation. 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, Consulting with Scott, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the choice that you choose, you may have some extra options waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have reserved the appointment. If someone 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 booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’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 numerous events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na ignore particularly. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to perhaps a few of the other occasions that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or possibly your full name to get them to your main 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 particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they know what they’re getting too.

And finally, we can choose a various color. This is really practical if you have numerous events, I’m gon na select red in this case so it stands apart from the other events that I have actually currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of

How To Connect Calendly With Infusionsoft – Easy scheduling ahead

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 locations that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly appointments however things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is certainly 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 just wan na motivate you to submit an image.

Now this is probably more vital than you believe. In most cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks 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 go back to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click my link here just 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 2 occasions currently that individuals can choose from and when they click one of those occasions, they are also 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 events 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 go back to our menu within our account screen here. And this is actually our main 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 develop a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets multiple invitees meet with 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. But in many cases, the majority of people are utilizing Calendly for one-on-one conference.

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 conserve that choice here. I’m just 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 maybe some of the other occasions that I have offered.

Now as soon as we struck 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