How To Integrate Calendly With Zoom – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re simply searching for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a extremely easy and fast tool to enable people who have an interest in my organization 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 entering into our menu, into our account when you’ve joined 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 because truly everything is based around your relationship with Calendly and your calendar. The 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 however it likewise permits Calendly.

And what I mean by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other conferences 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 properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, 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 individuals directly so that they can arrive at 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 changes take place. I’m gon na click my link here just 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’ve got 2 events presently that people can choose from and when they click among those occasions, they are likewise 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 really our main page here on the house screen where you can add and edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets numerous guests meet with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However for the most part, the majority of individuals are utilizing Calendly for one-on-one conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. I’m simply gon na say, this is a meeting 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 offered.

And lastly, we can pick a different color. This is extremely handy if you have several occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of

How To Integrate Calendly With Zoom – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the 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 bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are occurring perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to look for conflicts more than just the one that you have picked up here and you can also specify which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can validate 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 encourage you to publish an image. If this is meetings or visits 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 start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to add here. And last but not least, we can click on the my link.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. Remember, 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 simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once 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 modifications occur. 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 and that welcome message. I’ve got two occasions presently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into 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 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 house screen where you can include and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose 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 individually conference or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people are utilizing Calendly for one-on-one meeting.

So let’s state create for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, 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, Satisfying with Scott, really easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps 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 upon the alternative that you choose, you may have some extra options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this choice, my guest must call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually reserved the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have multiple events that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps a few of the other occasions 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 service name or maybe your full 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 try make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they understand what they’re getting.

And finally, we can select a different color. This is really handy if you have multiple events, I’m gon na select red in this case so it sticks out from the other occasions that I have actually currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of