Calendly Klaviyo Integration 2022

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 one of the very first locations 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 inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to look for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Simply select include calendar account here and you can confirm 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 simply wan na motivate you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and maybe a welcome message simply when they arrive 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 wish to include here. And finally, we can click on the my link.

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

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 state upgrade, that’s gon na conserve 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 separate what this event is about compared to perhaps some of the other events that I have offered.

And last but not least, we can select a different color. This is extremely practical if you have several events, I’m gon na pick red in this case just so it stands out from the other events that I’ve currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of

Calendly Klaviyo Integration 2022

Are you an expert, a freelancer or possibly you’re simply looking for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a fast and very easy tool to allow people who are interested in my service and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things began by going into our menu, into our account once you have actually registered with Calendly. And among 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 desire 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 just permits Calendly to book those consultations directly to your calendar but it also allows Calendly.

And what I indicate by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely 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 submit an image.

You’re gon na wan na put the name of your business or possibly it’s your complete name. I’ve got 2 events currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a new screen.

So let’s say produce for individually. On this screen, the first thing that we require to do is provide it an occasion 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, Fulfilling with Scott, truly basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a location 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 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 phone call in this case. And in most cases, depending upon the choice that you pick, you may have some additional options awaiting you. Do I wan na pick if I will call my invitee 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 select this alternative, my guest needs to call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. If someone is thinking about reserving 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’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 ask them to offer their telephone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have several events that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply 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 or your service name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I simply paste this link and copy, they understand what they’re getting also.

And lastly, we can choose a various color. This is very valuable if you have multiple events, I’m gon na pick red in this case just so it sticks out from the other events that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of