How To Set Up Calendly With Outlook – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re just looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a quick and extremely simple tool to permit people who are interested 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 started by going into our menu, into our account as soon as you have actually registered 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 really everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 allows Calendly to book those appointments directly to your calendar but it likewise allows Calendly.

And what I imply by this, is things beyond just Calendly consultations but things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 simply wan na encourage you to upload an image.

You’re gon na wan na put the name of your service or maybe it’s your complete name. I have actually got two occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.

So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a face to face meeting, a phone 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 call in this case. And in many cases, depending on the alternative that you pick, you may have some additional options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this alternative, my invitee must call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the appointment. If somebody 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 away, it’s only after they have actually booked the time will this number be revealed. 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. Down listed below we can include a description which is something you don’t wan na neglect particularly if you have numerous events that you’re gon na be providing to your users. 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 occasion is about compared to perhaps some of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I simply copy and paste this link, they know what they’re getting as well.

Now once 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

How To Set Up Calendly With Outlook – Easy scheduling ahead

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 very first locations 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 inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can use multiple calendars to check for disputes more than just the one that you have actually chosen up here and you can also define which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established 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 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. So if this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and maybe a welcome message just when they arrive at your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you wish to include here. And lastly, we can click the my link.

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

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 state update, that’s gon na conserve that choice here. I’m simply gon na say, this is a meeting 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 events that I have offered.

And last but not least, we can pick a various color. This is really handy if you have multiple events, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually already created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of