Calendly Integration 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 places that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have chosen up here and you can likewise specify which calendar to add those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can confirm 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 submit an image. If this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and maybe a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you want to include here. And finally, we can click on the my link.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your business or maybe it’s your full name. But remember, 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 land 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 show you where a few of those modifications take place. I’m gon na click on my link here simply to show 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 two events currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters 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 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 main page here on the home screen where you can include and edit existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either create an one-on-one conference or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This may be terrific for a teacher 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 meeting.

Let’s say create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really simple here. So 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 meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending on the alternative that you choose, you may have some additional alternatives waiting on 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 note their telephone number. I need to understand who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. So if someone 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 only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their contact number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na overlook especially. I’m just gon na state, 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 maybe some of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business 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. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they understand what they’re getting too.

Now as soon as 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

Calendly Integration 2022

Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a quick and really simple tool to allow individuals who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by going into our menu, into our account when you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it also allows Calendly.

And what I mean by this, is things beyond simply Calendly consultations however things that are happening perhaps in your individual life or other meetings 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 motivate you to submit an image.

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 full name. 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 simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here just to show 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 2 events presently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters 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 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 have actually got two events that I’m using at the moment however let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-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 meeting lets numerous invitees meet 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. However for the most part, the majority of individuals are utilizing Calendly for individually 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 option 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 possibly some of the other occasions that I have offered.

And last but not least, we can pick a different color. This is extremely handy if you have numerous events, I’m gon na select red in this case so it stands 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 event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of