How To Use Calendly With Google Calendar – Easy scheduling ahead

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 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 add one or more calendar accounts.

to check other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are happening perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize multiple calendars to check for conflicts more than just the one that you have selected up here and you can likewise define which calendar to add those consultations to. 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 verify 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 publish an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your good profile picture here along with your name and possibly a welcome message just 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 the my link.

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

So let’s say produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually easy here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a place 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 particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the choice that you choose, you might have some additional alternatives waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this option, my invitee must call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve booked the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple events 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 especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to perhaps a few of the other events 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 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 separate URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but also if I just copy and paste this link, they know what they’re getting as well.

And last but not least, we can pick a different color. This is very handy if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other events that I’ve 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 Use Calendly With Google Calendar – 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 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 check other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise specify which calendar to add those visits to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Just select 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 motivate you to submit an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you want to add here. And lastly, we can click the my link.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your service or perhaps 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 site 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 have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes happen. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two events presently that individuals can select 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. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple 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 truly our primary page here on the home screen where you can include and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either create an individually meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. But most of the times, most of individuals are using Calendly for individually meeting.

Let’s state produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific 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 select telephone call in this case. And in most cases, depending upon the option that you choose, you might have some additional options awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I require to understand who I’m calling or I can pick this choice, my guest ought to 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 till they have actually scheduled the consultation. So if somebody is considering 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 only after they’ve scheduled 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 provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na neglect especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps a few of the other events that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or perhaps your complete name to get them to your primary Calendly page but 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. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they know what they’re getting too.

Now once 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