Calendly Marketo Integration 2022

Are you a consultant, a freelancer or maybe you’re just trying to find more leads and allowing people 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 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 utilized Calendly for a while now. It is a extremely easy and fast tool to allow individuals who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. 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 top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because 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 several calendar accounts. This not just permits Calendly to book those visits directly to your calendar but it also enables Calendly.

And what I imply 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 absolutely gon na be your very 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 just wan na encourage you to upload an image.

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

Let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, really basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending on the choice that you pick, you may have some additional choices waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the appointment. So if somebody is thinking about booking 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. In this case, I’m gon na state, 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. If you have several occasions that you’re gon na be using to your users, down below we can include a description which is something you do not wan na neglect especially. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other events that I have readily available. And then just listed 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 main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they know what they’re getting also.

Now as soon as we hit 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 Marketo Integration 2022

We’re gon na get things kicked off by going into our menu, into our account as soon as 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 bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use several calendars to look for conflicts more than just the one that you have actually selected up here and you can also define which calendar to include those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can verify 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 submit an image. So if this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and possibly a welcome message simply when they arrive on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you want to add here. And finally, we can click the my link.

You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I’ve got 2 events presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select 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 save that choice here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available.

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