Integrate Calendly With Zoom – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re just trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a extremely simple and fast tool to permit people who have an interest in my service and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account once you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only allows Calendly to book those consultations directly to your calendar however it also allows Calendly.

And what I suggest by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. 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.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got 2 occasions currently that people 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 brand-new occasion type, which is gon na open up a brand-new screen.

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 conserve that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have available.

And finally, we can pick a different color. This is extremely handy if you have numerous occasions, I’m gon na select red in this case just so it stands out from the other occasions that I’ve currently developed. Now when 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 great deal of

Integrate Calendly With Zoom – 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 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.

And what I mean by this, is things beyond simply Calendly visits however things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your really 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 encourage you to publish an image.

Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your full name. However keep in mind, 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 networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once 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 changes happen. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters 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 home screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an individually conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for one-on-one 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 upgrade, that’s gon na conserve that option here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available.

And finally, we can pick a various color. This is very useful if you have multiple occasions, I’m gon na choose red in this case just so it stands apart from the other events that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of