Calendly Integration With Freshdesk 2022

Are you a consultant, a freelancer or maybe you’re just looking for more leads and enabling people to easily 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 Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a very simple and quick tool to permit people who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things started. 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 first places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 only permits Calendly to book those appointments straight to your calendar but it likewise enables Calendly.

to check other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize numerous calendars to look for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to add those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include 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 simply wan na motivate you to upload 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 photo here along with your name and perhaps a welcome message just when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to add here. And last but not least, we can click on the my link.

Now this is probably more important than you believe. For the most part, you’re gon na wan na put the name of your organization 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 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, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click on my link here simply to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. Today let’s move on to the events themselves and how can you establish several events so that it’s as easy 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 truly our primary page here on the home screen where you can add and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either create an individually conference or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are utilizing Calendly for one-on-one meeting.

So let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really basic here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the choice that you choose, you may have some extra alternatives waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their telephone number. I require to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. If somebody is considering 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 just after they’ve booked the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their contact number. I’m gon na state update, that’s gon na save that option here. Down below we can include a description which is something you don’t wan na overlook especially if you have multiple occasions that you’re gon na be using to your users. So I’m just 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 possibly some of the other occasions that I have offered. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your business name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they know what they’re getting.

Now once we struck 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

Calendly Integration With Freshdesk 2022

Are you an expert, a freelancer or maybe you’re simply searching for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello 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 really simple and fast tool to permit people who are interested in my business 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 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. Due to the fact that actually everything 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 just allows Calendly to book those visits straight to your calendar however it also permits Calendly.

And what I indicate by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other conferences 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 publish an image.

Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your complete name. But 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 networks accounts or you can just 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 go back to the home screen. I just wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can select 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. But now let’s move on to the occasions 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 go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and modify existing occasions. I’ve got two events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na pick that new occasion 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 meeting. Now a group conference lets several invitees consult with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for one-on-one meeting.

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 update, that’s gon na save that alternative here. I’m just 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 maybe some of the other events that I have available.

Now when we hit 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