Salesforce Calendly – Easy scheduling ahead

Are you an expert, a freelancer or maybe you’re just trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely easy tool to enable individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account once you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we desire 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 allows Calendly to book those visits directly to your calendar however it likewise permits Calendly.

to check other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your personal 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 use numerous calendars to check for disputes more than just the one that you have picked up here and you can likewise define which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can confirm 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 motivate you to upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you want to include here. And finally, we can click the my link.

Now this is most likely more important than you believe. 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 showing users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes happen. I’m gon na click my link here just to show 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 have actually got two occasions currently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into play. But now let’s proceed to the occasions themselves and how can you set up one or more events so that it’s as simple 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 really our main page here on the house screen where you can include and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na pick 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 meeting or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one conference.

So let’s say produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the choice that you choose, you may have some additional choices awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. If somebody is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they have actually booked the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have several events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na overlook specifically. So I’m simply gon na say, this is a meeting 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 occasions that I have available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they know what they’re getting as well.

Now when we struck 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

Salesforce Calendly – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

to check other bookings that you might have going on. And what I mean by this, is things beyond just Calendly appointments but things that are occurring perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also check for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just choose add calendar account here and you can verify 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 publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and perhaps a welcome message just when they arrive on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you want to include here. And finally, we can click on the my link.

You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got 2 events presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a new screen.

In this case, I’m gon na say, I will call my guests ’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 state, 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 offered.

Now when 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