Calendly Integration With Dynamics 365 2022

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 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 check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are happening perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also check for disputes. You can utilize several calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise define which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add 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 encourage you to upload 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 photo 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 add your business logo or some other image that you want to add here. And finally, we can click on the my link.

Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. Remember, this is the URL that you are gon na be sharing with 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 directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here simply to reveal you where this shows up. 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 people can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you establish one or more occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s return 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 modify existing events. I have actually got two occasions that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that new event 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 meeting. Now a group meeting lets multiple invitees meet you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. But for the most part, most of people are using Calendly for one-on-one conference.

So let’s state develop 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 referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add an area 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 possibly something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the option that you select, you might have some additional options waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have reserved the appointment. So if somebody is considering scheduling 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 just after they have actually 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 inquire to supply their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na overlook specifically if you have multiple events that you’re gon na be offering to your users. So 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 occasion has to do with compared to maybe some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your primary 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 specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however also if I simply copy and paste this link, they know what they’re getting.

And last but not least, we can choose a different color. This is very valuable if you have multiple events, I’m gon na pick red in this case so it stands out from the other occasions that I’ve currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of

Calendly Integration With Dynamics 365 2022

Are you an expert, a freelancer or possibly 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 everything you need to know 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 used Calendly for a while now. It is a really simple and quick tool to enable individuals who have an interest in my service 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 once you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that truly 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 allows Calendly to book those consultations straight to your calendar but it also permits Calendly.

to check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are happening maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have selected up here and you can also define which calendar to add those appointments to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up properly. Just select include calendar account here and you can validate with any calendar service consisting of 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 encourage you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your good profile picture here in addition to your name and possibly a welcome message just when they arrive on your beginning 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 want to add here. And last but not least, we can click the my link.

Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your company or perhaps it’s your full name. However 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 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’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 happen. I’m gon na click on my link here just to reveal 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 have actually got two occasions presently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters play. But now let’s carry on to the events themselves and how can you set up several occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s return 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’ve got 2 occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an individually conference or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk 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 update, that’s gon na save that choice here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other events that I have offered.

And finally, we can choose a various color. This is extremely handy if you have multiple occasions, I’m gon na pick red in this case so it stands apart from the other occasions that I have actually currently created. 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 individuals book this event. By opening this app, you’re gon na see a lot of