Hubspot Calendly Integration – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account as soon as 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to check other reservations that you may 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 conferences that show up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to add those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just select include 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 publish an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here in addition to your name and maybe a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to add here. And last but not least, we can click on the my link.

Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your organization or maybe it’s your complete 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, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click on 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 two events presently that individuals can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients 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 house screen where you can add and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an individually meeting or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. But for the most part, most of individuals are utilizing 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 say upgrade, that’s gon na save that choice 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 distinguish what this event is about compared to possibly some of the other events that I have available.

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

Hubspot Calendly Integration – 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 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 mean by this, is things beyond simply Calendly consultations however things that are happening perhaps in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your very 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.

You’re gon na wan na put the name of your business or perhaps it’s your full name. I’ve got two occasions presently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a new screen.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. 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 perhaps some of the other events that I have offered.

And last but not least, we can choose a different color. This is really practical if you have several occasions, I’m gon na select red in this case so it stands out from the other occasions that I have actually currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of