How To Integrate Calendly With Current Scheduling Platform – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just searching for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a very simple and quick tool to enable people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of 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 truly everything is based around your relationship with Calendly and your calendar. So 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 appointments directly to your calendar but it also enables Calendly.

to inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are taking place perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise check for disputes. You can use numerous calendars to look for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select 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. So if this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile picture here together with your name and perhaps a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like to include here. And last but not least, we can click the my link.

Now this is probably more vital than you believe. For the most part, you’re gon na wan na put the name of your company or possibly it’s your complete 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 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, as soon as you’ve 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 occur. I’m gon na click my link here just to show you where this appears. 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 on one of those occasions, they are likewise gon na see my branding here. This is where the logo 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. 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 events. I have actually got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This may be excellent 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.

So let’s state produce for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really easy here. So I can identify, 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 phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending on the choice that you choose, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have scheduled the visit. 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 only after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na overlook particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe a few of the other occasions that I have available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they know what they’re getting also.

And finally, we can select a different color. This is very practical if you have numerous occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I’ve currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

How To Integrate Calendly With Current Scheduling Platform – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re just looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a really simple and quick tool to enable individuals 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 started by going into our menu, into our account when you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that truly whatever 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 permits Calendly to book those consultations straight to your calendar but it likewise allows Calendly.

to inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your very 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 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 encourage you to publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and perhaps a welcome message just when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to add here. And finally, we can click on the my link.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your company or possibly it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can simply copy and paste this and give it to people directly 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 home screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here simply to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events currently that individuals can pick from and when they click one of those events, they are likewise 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 establish one or more occasions so that it’s as simple 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 add and edit existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets several invitees meet with you at a single time. This might 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 people are using Calendly for one-on-one meeting.

So let’s state produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting Scott, really simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second action is to include a place 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 conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the option that you select, you may have some additional choices awaiting you. For instance, do I wan na select 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 pick this choice, my invitee needs to call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. So if someone 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 now, it’s just after they have actually scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na neglect especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they know what they’re getting.

Now when 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