Calendly Sync With Outlook 2022

Are you an expert, a freelancer or maybe you’re just 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 reveal you whatever you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to allow individuals who have an interest in my service and in my work to book time with me. So I wan na reveal you how to get things begun. 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 among the top 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar but it likewise enables Calendly.

to examine other bookings that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are happening maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have actually selected up here and you can likewise define which calendar to include those consultations 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 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 motivate you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your good profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, 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 finally, we can click on the my link.

Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your service or perhaps it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media 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’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes occur. 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 and that welcome message. I have actually got 2 occasions currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s carry on to the events themselves and how can you establish several occasions 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 main 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 but let’s go and produce a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for individually conference.

So let’s say produce for individually. On this screen, the first thing that we require to do is offer 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 simply gon na call this one, Consulting with Scott, actually basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the alternative that you choose, you may have some extra options waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their contact number. I need to know who I’m calling or I can select this option, my guest should call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. 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 have actually booked the time will this number be revealed. 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 say upgrade, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na overlook especially. 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 possibly some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they understand what they’re getting too.

And last but not least, we can select a different color. This is extremely practical if you have multiple events, I’m gon na choose red in this case just so it stands out from the other occasions that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Calendly Sync With Outlook 2022

We’re gon na get things kicked off by going into our menu, into our account when 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place maybe in your personal 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your organization or possibly it’s your complete 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 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’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to show you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design comes 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 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 really our primary page here on the house screen where you can include and modify existing occasions. I have actually got two events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either develop an individually conference or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However for the most part, most of individuals are using Calendly for one-on-one conference.

In this case, I’m gon na state, I will call my guests ’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. I’m simply gon na state, 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 maybe some of the other occasions that I have readily available.

Now when 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