How To Trigger A Workflow In Dubsado Based On Calendly – 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 add one or more calendar accounts.

to inspect other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly visits but things that are occurring maybe in your individual life or other meetings that show up as a part of your day. Down 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 likewise specify which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Simply select add calendar account here and you can authenticate 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 just wan na encourage you to upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your great profile photo here together with your name and maybe a welcome message simply when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And lastly, we can click on the my link.

Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your company or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be showing 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 people 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 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 initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s proceed to the occasions themselves and how can you set up several events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return 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 2 events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group conference lets several guests meet with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for individually conference.

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 save that option here. 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 perhaps some of the other events that I have readily available.

And last but not least, we can select a various color. This is very practical if you have numerous occasions, I’m gon na choose red in this case so it stands out from the other occasions that I have actually already created. Now as soon as 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 event. By opening this app, you’re gon na see a lot of

How To Trigger A Workflow In Dubsado Based On Calendly – Easy scheduling ahead

Are you an expert, a freelancer or perhaps you’re just trying to find more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to permit individuals who have an interest in my service 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 began 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. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 enables Calendly to book those consultations straight to your calendar but it also permits Calendly.

to examine other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually picked up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can verify with any calendar service including 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 upload an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and possibly a welcome message just when they land on your start page. Next action, 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 finally, we can click 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 maybe it’s your full 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 media 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, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Today let’s move on to the events themselves and how can you establish one or more events so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So 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 add and edit existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group conference lets several invitees meet you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for individually meeting.

So let’s say develop for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your recommendation. 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, Meeting with Scott, really easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe 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 select, you might have some additional options awaiting you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the appointment. 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 just after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be using to your users, down below we can include a description which is something you do not wan na overlook specifically. I’m just gon na state, this is a conference 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 readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I simply copy and paste this link, they understand what they’re getting also.

And last but not least, we can select a various color. This is really valuable if you have numerous events, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of