Calendly And Pipedrive Calendar 2022

Are you a consultant, a freelancer or perhaps you’re just searching for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a very easy and fast tool to enable people who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. 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 top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because truly everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it likewise allows Calendly.

And what I indicate by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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 upload an image.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your service or possibly it’s your complete name. But keep in mind, 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 simply 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 home screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that individuals can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters 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 really our main page here on the home screen where you can include and edit existing events. I have actually got two occasions that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new occasion 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 multiple guests meet you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for individually conference.

Let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the option that you pick, you may have some additional options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list 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 preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve booked the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you don’t wan na ignore specifically if you have several occasions that you’re gon na be providing to your users. So 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 occasion has to do with compared to perhaps some of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary 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 particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they know what they’re getting.

And last but not least, we can select a various color. This is extremely handy if you have numerous occasions, I’m gon na choose red in this case just so it stands out from the other occasions that I have actually currently created. Now when 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. So by opening this app, you’re gon na see a great deal of

Calendly And Pipedrive Calendar 2022

Are you a specialist, a freelancer or perhaps you’re just searching for 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 understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a quick and extremely simple tool to allow people who are interested in my service and in my work to book time with me. So I wan na show you how to get things started. 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. And we want to go to calendar connections because truly everything is based around your relationship with Calendly and your calendar. 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 inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for disputes more than simply the one that you have chosen up here and you can also specify which calendar to add those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can confirm with any calendar service including 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 submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile picture here along with your name and perhaps a welcome message just when they arrive at your start page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And finally, we can click the my link.

Now this is most likely more crucial than you believe. In most cases, you’re gon na wan na put the name of your business or possibly it’s your full name. However remember, this is the URL that you are gon na be showing 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 land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click on 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 2 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 enters play. Today let’s move on to the occasions themselves and how can you establish several events so that it’s as simple for your potential 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 main page here on the house screen where you can add and edit existing events. I’ve got two occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets numerous guests meet you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. But in many cases, the majority of people are using Calendly for one-on-one conference.

Let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the alternative that you choose, you may have some additional options waiting for 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 need to know who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. If someone is thinking about scheduling 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 revealed. 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 option here. Down below we can add a description which is something you don’t wan na neglect especially if you have numerous occasions that you’re gon na be using to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they understand what they’re getting as well.

Now as soon as 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