Calendly Salesforce Appexchange 2022

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 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 include 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 happening perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose add 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 simply wan na motivate you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your great profile picture here together with your name and possibly a welcome message simply when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to add here. And lastly, we can click the my link.

Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once 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 happen. I’m gon na click my link here just to show you where this appears. So 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 events presently that individuals can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential 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 home screen where you can include and modify existing occasions. I’ve got two events that I’m using at the moment but let’s go and develop a new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an individually conference or a group meeting. Now a group conference lets several guests meet you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But in many cases, the majority of people are using Calendly for individually conference.

So let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually simple here. I can identify, oop, Satisfying 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 an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted 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 might have some extra options awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I require to know who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. 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’ve scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have numerous 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 overlook specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or maybe your full name to get them to your main 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 particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they understand what they’re getting.

And finally, we can choose a various color. This is very valuable if you have several occasions, I’m gon na choose red in this case so it stands out from the other occasions that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of

Calendly Salesforce Appexchange 2022

Are you a specialist, a freelancer or maybe you’re simply looking for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use 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 very simple and quick tool to permit people who are interested in my business 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 first 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 one or more calendar accounts. This not only permits Calendly to book those visits straight to your calendar however it likewise allows Calendly.

to check other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly visits but things that are taking place 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 utilize multiple calendars to check for disputes more than just the one that you have actually chosen up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can authenticate 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 upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest 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 likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click on the my link.

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

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. I’m just 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 some of the other events that I have offered.

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