Calendly Microsoft Teams 2022

Are you a consultant, a freelancer or perhaps you’re just looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a quick and really simple tool to enable people who have an interest in my company and in my work to book time with me. 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 as soon as 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. And we wish to go to calendar connections since 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 ensure that you add one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar but it also enables Calendly.

to inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are happening maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to look for disputes more than just the one that you have actually picked up here and you can likewise define 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 validate 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 upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo 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 important than you think. You’re gon na wan na put the name of your company or maybe it’s your complete 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 media accounts or you can simply 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 simply wan na reveal 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 two occasions presently that individuals can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s carry on to the events themselves and how can you establish several 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 return to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and edit existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either develop an individually meeting or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for one-on-one meeting.

So let’s state develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this a personally conference, a phone 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 in most cases, depending on the alternative that you choose, you may have some additional choices waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can select this choice, my guest ought to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually booked the appointment. So if someone is considering 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 just after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na ignore especially. 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 occasion has to do with compared to possibly some of the other events that I have readily available. And after that simply 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 full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they understand what they’re getting.

And lastly, we can pick a various color. This is really helpful if you have numerous events, I’m gon na select red in this case so it stands apart from the other events that I’ve currently developed. Now once we struck 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. So by opening this app, you’re gon na see a great deal of

Calendly Microsoft Teams 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 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 include one or more calendar accounts.

to check other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have picked up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established properly. Simply select include calendar account here and you can verify 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 upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your nice profile image here along with your name and possibly a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And lastly, we can click the my link.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got 2 occasions 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 select that new occasion type, which is gon na open up a brand-new screen.

So let’s say create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, truly easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending upon the choice that you choose, you might have some additional choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. If somebody 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 have actually scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their telephone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have multiple events 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 overlook particularly. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other events that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they understand what they’re getting.

And last but not least, we can select a different color. This is extremely useful if you have multiple occasions, I’m gon na select red in this case so it stands apart from the other events that I’ve currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of