Calendly For Outlook Deployment 2022

Are you a consultant, a freelancer or maybe you’re simply searching for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a fast and really easy tool to permit people who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account when 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 wish to go to calendar connections due to the fact that 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 make certain that you include several calendar accounts. This not only enables Calendly to book those visits directly to your calendar but it also enables Calendly.

to inspect other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are happening possibly in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to look for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to add those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include 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. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and maybe a welcome message just when they land on your start page. Next step, you also 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 the my link.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can link 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 land on your Calendly page. All right, once you have actually 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 happen. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that people can select from and when they click on one of those events, 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 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 actually our main page here on the house screen where you can include and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for one-on-one conference.

Let’s state produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include 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 particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending upon the choice that you pick, you might have some additional options waiting for you. For example, 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 list their contact number. I need to know who I’m calling or I can select this option, my invitee must call me. In this case, I can include my preferred telephone 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 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 only after they have actually scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have numerous events that you’re gon na be offering to your users. 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 separate what this occasion is about compared to possibly a few of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps your full name to get them to your main Calendly page however 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. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting as well.

And finally, we can choose a various color. This is really handy if you have numerous events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. 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

Calendly For Outlook Deployment 2022

Are you an expert, a freelancer or perhaps you’re just looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a fast and extremely easy tool to permit people who are interested in my business 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 when you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it likewise enables Calendly.

to inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are occurring perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to look for disputes more than just the one that you have actually picked 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 make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can validate 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 submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to include here. And last but not least, we can click the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or maybe 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 networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click on 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’ve got 2 occasions currently that individuals can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo design comes into play. 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 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 primary page here on the home screen where you can add and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either produce an individually conference or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for individually conference.

So let’s state produce for individually. 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 referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, 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 on the option that you pick, you might have some extra choices awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this alternative, my guest must call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have booked the appointment. If someone is thinking about 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 exposed. But 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 say upgrade, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na overlook particularly if you have multiple events that you’re gon na be providing to your users. 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 possibly some of the other occasions that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting.

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