Calendly Salesforce Sandbox Install 2022

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. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

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

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

Let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the option that you pick, you might have some additional alternatives awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their telephone number. I require to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the visit. So 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 now, it’s only 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 offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na neglect particularly if you have several occasions that you’re gon na be using to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe a few of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your complete 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 once again, you wan na try make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they know what they’re getting as well.

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

Calendly Salesforce Sandbox Install 2022

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 very first locations 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 simply Calendly consultations but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 submit an image.

You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got 2 events currently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na pick 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 update, that’s gon na save that choice here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other events that I have available.

And finally, we can select a different color. This is really valuable if you have several occasions, I’m gon na select red in this case so it sticks out from the other events that I have actually already created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. 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