How To Use Calendly For Outlook 365 – Easy scheduling ahead

Are you an expert, a freelancer or possibly you’re just looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a extremely simple and quick tool to allow individuals who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very 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 suggest by this, is things beyond just Calendly visits but things that are occurring maybe in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 just wan na motivate you to upload an image.

Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your website 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, 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 take place. I’m gon na click my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently 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 enters into play. But now let’s proceed to the events themselves and how can you establish several events so that it’s as simple for your potential 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 truly our main page here on the home screen where you can include and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests meet you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But most of the times, most of people are using Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that choice here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have offered.

And last but not least, we can pick a different color. This is very helpful if you have numerous occasions, I’m gon na select red in this case just so it stands apart 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 individuals book this event. By opening this app, you’re gon na see a lot of

How To Use Calendly For Outlook 365 – 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 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 add one or more calendar accounts.

to examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are happening perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to check for conflicts more than simply the one that you have selected up here and you can also specify which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can authenticate 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 just wan na motivate you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And last but not least, we can click on 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 presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new event 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 require to do is offer it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the option that you pick, you may have some extra choices awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their contact number. I require to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually scheduled the appointment. So if somebody 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 away, it’s just after they’ve booked the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their contact number. I’m gon na state upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na ignore specifically if you have multiple events that you’re gon na be offering 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 event is about compared to possibly some of the other events that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your service 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. So in this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they know what they’re getting.

And finally, we can choose a different color. This is really valuable if you have multiple occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of