Calendly Outlook Exchange 2022

Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a really simple and fast tool to allow individuals who are interested in my service 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’ve signed up with Calendly. And among 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 truly 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 sure that you include several calendar accounts. This not just enables Calendly to book those visits directly to your calendar however it also allows Calendly.

And what I imply by this, is things beyond simply Calendly visits however things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 upload an image.

Now this is most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your service or possibly it’s your full name. However 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 networks 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’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Today let’s carry on to the events themselves and how can you set up one or more events 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 truly our primary page here on the home screen where you can add and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets several guests meet with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. But in many cases, the majority of people are utilizing Calendly for one-on-one meeting.

Let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly basic here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. 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 telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the choice that you pick, you might have some extra alternatives awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the visit. If somebody is considering scheduling 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 exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have several occasions that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na overlook especially. I’m simply gon na say, this is a conference 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 available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service 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. In this case again, you wan na try make it as specific as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they know what they’re getting.

And lastly, we can pick a different color. This is extremely useful if you have numerous events, I’m gon na select red in this case just so it sticks out from the other events that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of

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

And what I imply by this, is things beyond just Calendly visits but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 upload an image.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business or possibly 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 website or your social networks accounts or you can simply 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 show you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two events presently that individuals can select from and when they click one of those events, 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 occasions so that it’s as simple for your prospective 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 primary page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for individually meeting.

Let’s state develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add 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 utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the alternative that you select, you may have some extra options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. 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 right now, 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 supply their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na overlook especially. So 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 occasion is about compared to maybe a few of the other occasions that I have offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your business name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting.

Now when we struck 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