Calendly For Outlook Addin 2022

Are you an expert, a freelancer or perhaps you’re simply searching for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a very simple and fast tool to allow people who have an interest in my company and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account as soon as you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not just enables Calendly to book those consultations directly to your calendar however it also allows Calendly.

to inspect other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can use several 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 definitely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply choose include calendar account here and you can authenticate with any calendar service including 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 conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile image here along with your name and possibly a welcome message just when they land 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 would like to include here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your business or perhaps it’s your full name. I have actually got 2 occasions currently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other events that I have offered.

And finally, we can pick a various color. This is very useful if you have several occasions, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually already developed. Now when we struck 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

Calendly For Outlook Addin 2022

We’re gon na get things kicked off by going into our menu, into our account once 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 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 bookings that you might have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to check for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to add those visits to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Just select include calendar account here and you can verify with any calendar service including 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 simply wan na encourage you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I advise 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 wish to add here. And lastly, we can click on the my link.

Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your business 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 connect from your site or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click my link here just to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Today let’s carry on to the occasions themselves and how can you set up one or more 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 really our main page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets multiple guests meet 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 most cases, the majority of individuals are using Calendly for one-on-one conference.

Let’s state produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the choice that you pick, you might have some extra choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they have actually scheduled the time will this number be exposed. 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 say update, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore 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 differentiate what this event is about compared to maybe some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they know what they’re getting also.

And lastly, we can pick a various color. This is very handy if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other occasions that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of