Pardot Automation With Calendly Event Creatation – 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 first places 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 imply by this, is things beyond just Calendly consultations however things that are taking place possibly in your individual life or other meetings 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 remain 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.

Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your business or perhaps it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 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 comes into play. Now let’s carry on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m using at the moment but let’s go and develop a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop an individually conference or a group conference. Now a group meeting lets numerous invitees 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 a lot of cases, the bulk of people are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m just gon na say, 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 occasions that I have available.

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