Calendly Integration With Outlook 2022

Are you a consultant, a freelancer or perhaps you’re simply trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hello everybody, 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 really easy and quick tool to enable people who are interested in my company 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 kicked off by going into our menu, into our account as soon as you’ve 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 wish to go to calendar connections due to the fact that really 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 one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar however it likewise allows Calendly.

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 come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 motivate you to upload an image.

You’re gon na wan na put the name of your business or maybe it’s your complete name. I’ve got two events currently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a brand-new screen.

So let’s say develop 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 just your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second action is to add 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 using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the alternative that you choose, you might have some additional options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can select this choice, my guest should call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. So if somebody 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 immediately, it’s just after they have actually scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na ignore specifically. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps a few of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however also if I just 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 occasion. By opening this app, you’re gon na see a lot of

Calendly Integration With Outlook 2022

Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and allowing individuals to quickly and professionally 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 everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to allow people who are interested in my company 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’ve 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 wish to go to calendar connections due to the fact that really 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 only allows Calendly to book those visits directly to your calendar however it likewise permits Calendly.

to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are taking place possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to check for conflicts more than simply the one that you have selected up here and you can also specify which calendar to add those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can validate 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 publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your good profile picture here together with your name and possibly a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company 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 most likely more vital than you believe. You’re gon na wan na put the name of your service or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at 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 reveal you where some of those modifications take place. I’m gon na click my link here just 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 have actually got two occasions presently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your customers 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 house screen where you can add and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However in most cases, most of individuals are utilizing Calendly for individually meeting.

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 state update, that’s gon na conserve that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have offered.

And last but not least, we can pick a various color. This is very helpful if you have multiple occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I’ve currently developed. Now once 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. By opening this app, you’re gon na see a lot of