Set Up An Integration Calendly Salesforce – Easy scheduling ahead

Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hi 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 fast and extremely easy tool to enable people who have an interest in my business and in my work to book time with me. I wan na show you how to get things begun. 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. Due to the fact that really whatever 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 just permits Calendly to book those visits directly to your calendar however it also enables Calendly.

And what I indicate by this, is things beyond just Calendly visits however things that are happening perhaps in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your extremely 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 simply wan na motivate you to publish an image.

Now this is probably more vital than you believe. For the most part, you’re gon na wan na put the name of your service or perhaps 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 connect from your site or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes occur. I’m gon na click my link here just 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 have actually got two events currently that people can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters 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 customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the house screen where you can add and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. But in most cases, the majority of individuals are utilizing Calendly for one-on-one meeting.

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 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 occasions that I have available.

And finally, we can select a various color. This is extremely valuable if you have several occasions, I’m gon na choose red in this case just so it sticks out from the other events that I’ve currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of

Set Up An Integration Calendly Salesforce – 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 locations 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.

And what I indicate by this, is things beyond just Calendly visits however things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very 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 simply wan na encourage you to publish an image.

Now this is probably more important than you think. You’re gon na wan na put the name of your organization or maybe 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 connect from your website or your social media 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, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on 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’ve got 2 events presently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move 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. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets multiple 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 a lot of cases, the bulk of people are utilizing Calendly for individually meeting.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available.

And lastly, we can pick a various color. This is really helpful if you have numerous occasions, I’m gon na select red in this case so it stands apart from the other events that I’ve already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of