Calendly Ringcentral Meetings 2022

Are you a consultant, a freelancer or maybe you’re simply searching for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to enable individuals who have an interest in my business and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by entering into our menu, into our account when you’ve registered 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 actually everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar however it also permits Calendly.

And what I suggest by this, is things beyond just Calendly visits however things that are occurring possibly 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 simply wan na motivate you to upload an image.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got two occasions presently that individuals can pick 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 brand-new screen.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that choice 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 lastly, we can choose a different color. This is really handy if you have numerous events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Calendly Ringcentral Meetings 2022

We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve 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.

to examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits but things that are taking place maybe in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate 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 people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you want to add here. And finally, we can click on the my link.

You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got 2 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 occasion type, which is gon na open up a new screen.

So let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an event 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. I’m just gon na call this one, Fulfilling with Scott, really easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the option that you select, you may have some extra choices waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their contact number. I need to understand who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have booked the appointment. 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’ve reserved the time will this number be exposed. In this case, I’m gon na say, 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. Down listed below we can include a description which is something you do not wan na overlook particularly if you have multiple events that you’re gon na be providing to your users. So 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 a few of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or perhaps your complete 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 again, you wan na try make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, 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 event. By opening this app, you’re gon na see a lot of