How To Synch Calendly With Outlook – Easy scheduling ahead

Are you an expert, a freelancer or maybe you’re just searching for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to allow people who are interested in my business and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by entering 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. Since truly whatever is based around your relationship with Calendly and your calendar, and we want 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 only enables Calendly to book those consultations straight to your calendar but it also allows Calendly.

And what I suggest by this, is things beyond simply Calendly consultations but things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is absolutely 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 upload an image.

Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your complete 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 directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click my link here just to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that people can select from and when they click among those occasions, 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 events themselves and how can you establish several occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet 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. However for the most part, most of individuals are utilizing Calendly for individually conference.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have readily available.

And last but not least, we can pick a different color. This is very useful if you have numerous events, I’m gon na choose red in this case so it stands out from the other occasions that I’ve already created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of

How To Synch 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 places 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 add one or more calendar accounts.

to check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Just choose include calendar account here and you can confirm 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 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 suggest that you put your great profile image here in addition to your name and possibly a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And finally, 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 company or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those modifications occur. I’m gon na click my link here simply to show you where this appears. 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 people can choose from and when they click one of 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 events themselves and how can you set up one or more occasions so that it’s as easy for your potential 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 edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an individually conference or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, most of individuals are utilizing Calendly for one-on-one meeting.

So let’s say produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly basic here. I can determine, oop, Satisfying 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 an in person conference, a phone call or is it gon na be a particular conferencing conference such as utilizing 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 option that you pick, you may have some extra alternatives waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to show this number up until they have booked the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve scheduled the time will this number be exposed. But 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 say update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na ignore especially if you have several occasions that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to possibly a few of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your complete name to get them to your primary 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 specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they understand what they’re getting.

And lastly, we can choose a various color. This is very useful if you have several events, I’m gon na choose red in this case just so it stands apart from the other events that I’ve already produced. Now once 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 lot of