How To Sync Calendly With Outlook – Easy scheduling ahead

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 very 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 indicate by this, is things beyond simply Calendly visits however things that are happening possibly in your individual 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 submit an image.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your service or possibly it’s your full name. But 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 networks accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes occur. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that people can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. And now let’s proceed to the occasions themselves and how can you establish 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. 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 2 occasions that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets numerous guests meet with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. However in many cases, the majority of people are utilizing Calendly for individually conference.

So let’s say develop 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 simply 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, truly easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly 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 on the choice that you pick, you might have some extra alternatives waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their contact number. I require to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can add my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the appointment. So 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 now, it’s only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you do not wan na ignore especially if you have numerous occasions that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly a few of the other occasions that I have readily 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 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 different URL. So in this case again, you wan na try make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I just copy and paste this link, they know what they’re getting also.

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 Sync Calendly With Outlook – 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.

And what I imply by this, is things beyond just Calendly appointments but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely 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.

You’re gon na wan na put the name of your organization or maybe it’s your full name. I have actually got 2 events presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.

Let’s state produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, really easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add an area 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 conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the alternative that you choose, you might have some extra options waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this choice, my invitee must call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have reserved 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 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 conserve that choice here. If you have multiple occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na neglect particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your company 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 different URL. In this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting.

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