Active Campaign Calendly Integration 2022

Are you an expert, a freelancer or perhaps you’re simply searching for more leads and allowing individuals to easily and expertly 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, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a very easy and quick tool to allow individuals who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things kicked off by entering 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. Because actually 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 only enables Calendly to book those consultations straight to your calendar however it likewise enables Calendly.

And what I mean by this, is things beyond just Calendly appointments but things that are occurring possibly in your personal 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 correctly. 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 encourage you to submit an image.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or possibly it’s your complete name. However 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 straight so that they can land on your Calendly page. All right, as soon as you’ve 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 occur. I’m gon na click my link here simply 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 two occasions currently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on 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 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 primary page here on the house screen where you can add and modify existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets multiple 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 bulk of people are using Calendly for one-on-one meeting.

Let’s state develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually basic here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the option that you pick, you may have some extra alternatives waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this option, my invitee should call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to display this number till they have reserved the consultation. If somebody is considering reserving 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’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na neglect especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other events that I have offered. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they understand what they’re getting as well.

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