Calendly Ringcentral 2022

Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and extremely simple tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once 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. Because really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those consultations straight to your calendar however it likewise permits Calendly.

to check other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize multiple calendars to look for disputes more than just the one that you have actually chosen up here and you can also define which calendar to add those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can validate 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 encourage you to submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your nice profile picture here together with your name and possibly a welcome message just when they arrive on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your company or maybe it’s your full name. I have actually got 2 events currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a brand-new screen.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. 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 event is about compared to maybe some of the other events that I have offered.

Now once 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 Ringcentral 2022

Are you a consultant, a freelancer or perhaps you’re simply looking for 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 need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a fast and really easy tool to permit people who are interested in my company and in my work to book time with me. I wan na reveal you how to get things started. 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 among the top 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 everything 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 add one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar however it also enables Calendly.

to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for disputes. You can utilize numerous calendars to check for conflicts more than just the one that you have actually picked up here and you can also define which calendar to include those visits to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established correctly. Just choose include calendar account here and you can confirm with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your good profile image here together with your name and possibly a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to include here. And last but not least, we can click on the my link.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your company or possibly it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters play. Today let’s carry on to the occasions 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 go back to our menu within our account screen here. And this is really our main page here on the house screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets numerous guests meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. However for the most part, the majority of people are utilizing Calendly for individually conference.

So let’s state create for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, 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 easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the option that you pick, you may have some extra options awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number until they have reserved the visit. If someone 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 have actually reserved the time will this number be revealed. 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 upgrade, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na neglect particularly. I’m simply gon na say, this is a conference 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 then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or maybe your complete name to get them to your main Calendly page however 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 maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they know what they’re getting too.

And lastly, we can pick a different color. This is very valuable if you have several events, I’m gon na choose red in this case so it sticks out from the other events that I’ve already created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of