How To Integrate Calendly With Salesforce – Easy scheduling ahead

Are you an expert, a freelancer or maybe you’re simply 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 need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a really simple and quick tool to enable people who are interested in my service and in my work to book time with me. So I wan na show you how to get things started. 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 places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that truly 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 include one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar but it also permits Calendly.

to examine other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly visits however things that are happening maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise specify 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 correctly. Simply select include calendar account here and you can validate with any calendar service consisting of 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 simply wan na encourage you to submit an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your great profile photo here together with your name and possibly a welcome message simply 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 would like to add here. And last but not least, we can click the my link.

Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or perhaps 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 website or your social networks accounts or you can just 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 house screen. I just wan na reveal 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 individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions 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. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and edit existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either create an individually conference or a group conference. Now a group conference lets numerous invitees consult with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But in most cases, most of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that choice here. 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 occasion is about compared to maybe some of the other occasions that I have offered.

Now when we hit 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

How To Integrate Calendly With Salesforce – Easy scheduling ahead

Are you a consultant, a freelancer or possibly you’re simply looking for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a quick and extremely simple tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na reveal 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 first 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 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 add one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it also enables Calendly.

to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits but things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to check for conflicts more than simply the one that you have chosen up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections established properly. Simply choose 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 simply wan na motivate you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and perhaps a welcome message just when they arrive on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to include here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got two events currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.

So let’s state produce 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 just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include 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 meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the alternative that you choose, you might have some extra choices waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I require to know who I’m calling or I can choose this choice, my guest should call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. So if someone is considering reserving 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’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na state upgrade, that’s gon na save that option here. Down below we can add a description which is something you do not wan na ignore particularly if you have numerous occasions that you’re gon na be providing to your users. 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 distinguish what this event is about compared to possibly some of the other events that I have offered. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary 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 possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they know what they’re getting also.

And last but not least, we can pick a different color. This is extremely useful if you have multiple occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve currently developed. 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 individuals book this occasion. By opening this app, you’re gon na see a lot of