Is Calendly Compatible With Outlook – Easy scheduling ahead

Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a very easy and fast tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. 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. And we wish to go to calendar connections because truly everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those appointments straight to your calendar but it also permits Calendly.

And what I imply by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other conferences 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 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.

You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got two events presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a brand-new screen.

So let’s say create for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really simple here. I can identify, oop, Fulfilling 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 call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the option that you choose, you might have some extra choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. If you have multiple events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na ignore particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just 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 event link. Now we currently talked briefly about having your domain or your service name or maybe 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 attempt make it as particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they understand what they’re getting too.

Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of

Is Calendly Compatible With Outlook – Easy scheduling ahead

Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and allowing 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 know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a really simple and fast tool to permit people who are interested in my company and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we want 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 only permits Calendly to book those visits directly to your calendar however it likewise allows Calendly.

to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize several calendars to look for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just 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 stay 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. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and maybe a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And finally, we can click the my link.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your business 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 link from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here simply to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Today let’s move on to the occasions themselves and how can you set up one or more 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 house screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and develop a 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 two options here, we can either produce an individually conference or a group meeting. Now a group conference lets several guests meet you at a single time. This might be great for an instructor 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 meeting.

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. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have offered.

Now as soon as 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