Salesforce Calendly Integration – 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 very 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.

to examine other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to add those appointments to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established properly. Simply choose add calendar account here and you can validate 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 upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile image here in addition to your name and maybe a welcome message simply when they land on your start 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 wish to include here. And lastly, we can click the my link.

Now this is probably more important than you believe. You’re gon na wan na put the name of your company or possibly it’s your complete 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 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, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes occur. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers 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 home screen where you can add and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But for the most part, the majority of people are utilizing 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 offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have readily available.

And finally, we can pick a various color. This is extremely valuable if you have several events, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Salesforce 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 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 reservations that you may have going on. And what I mean by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize multiple calendars to look for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your extremely first stop to ensure 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 stay 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 meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you want to include here. And lastly, we can click the my link.

You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I’ve got 2 events 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 choose that brand-new occasion type, which is gon na open up a brand-new screen.

So let’s say develop for one-on-one. 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 recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the option that you pick, you may have some extra options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my guest must call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their contact number. I’m gon na say update, that’s gon na save that option here. Down below we can add a description which is something you do not wan na ignore especially if you have several occasions that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other events that I have offered. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company 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 separate URL. In this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting as well.

And finally, we can select a various color. This is extremely valuable if you have multiple events, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of