Outlook 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 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 inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to check for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to include those visits to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate 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 just wan na motivate you to submit an image. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to include here. And last but not least, we can click on the my link.

Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on 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 take place. I’m gon na click my link here simply to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into 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 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 really our main page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are using Calendly for individually conference.

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 update, that’s gon na save that alternative here. I’m simply gon na say, 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 maybe some of the other events that I have available.

Now once 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

Outlook Calendly Integration – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just looking for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to allow individuals who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by entering into our menu, into our account when you’ve joined Calendly. And among the first 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. So 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 enables Calendly to book those appointments directly to your calendar but it likewise permits Calendly.

And what I indicate by this, is things beyond simply Calendly consultations however things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is definitely 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 upload an image.

Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But 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 networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as 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 modifications occur. I’m gon na click on my link here just to reveal 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 have actually got 2 occasions currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s proceed to the events themselves and how can you set up several events 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 truly our primary page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, most of people are utilizing Calendly for individually conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have readily 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