Calendly Zoho Integration 2022

Are you a specialist, a freelancer or perhaps you’re just looking for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a quick and really simple tool to allow people who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things began by going into our menu, into our account once you’ve registered with Calendly. And one of 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 due to the fact that 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 just enables Calendly to book those consultations directly to your calendar but it also enables Calendly.

to check other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are occurring maybe in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also look for disputes. You can utilize several calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can verify with any calendar service consisting of 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 motivate you to upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to add here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your service or perhaps it’s your complete name. I’ve got two events currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.

Let’s say develop 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 reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the choice that you pick, you might have some additional choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this option, my guest must call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually booked the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na overlook specifically. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have readily available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps 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 once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting.

Now as soon as 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 Zoho Integration 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 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 suggest by this, is things beyond simply Calendly visits however things that are happening maybe 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 properly. 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 encourage you to submit an image.

Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your complete name. 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 networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here just to show you where this appears. 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 people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into 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. 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 events. I’ve got two events that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either create 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 terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one conference.

So let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending on the choice that you select, you may have some extra alternatives waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their contact number. I require to understand who I’m calling or I can choose this option, my guest must call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. If somebody is considering booking 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 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 save that option here. If you have numerous events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na ignore particularly. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to perhaps some of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your full name to get them to your primary Calendly page however 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. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting too.

And last but not least, we can select a various color. This is extremely valuable if you have numerous occasions, I’m gon na pick red in this case so it stands apart from the other events that I have actually currently developed. Now as soon as 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. So by opening this app, you’re gon na see a lot of