Can You Use Calendly As A Crm 2022

Are you a consultant, a freelancer or maybe you’re simply searching for 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 whatever you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping 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 extremely simple tool to enable people who have an interest in my service and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account as soon as you’ve joined Calendly. And one of 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 due to the fact that truly everything is based around your relationship with Calendly and your calendar. The 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 appointments straight to your calendar however it also allows Calendly.

And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other meetings 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 publish an image.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete name. But 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 media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes take place. I’m gon na click my link here simply 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 two events presently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters 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 easy for your prospective leads or for your customers 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 actually our main page here on the house screen where you can include and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually conference.

Let’s say create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the alternative that you choose, you might have some additional choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can choose this option, my invitee must call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have reserved the visit. If someone is thinking about 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 only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their contact number. I’m gon na state update, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na ignore particularly if you have numerous events that you’re gon na be using to your users. 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 possibly some of the other occasions that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they understand what they’re getting also.

And lastly, we can pick a different color. This is very valuable if you have multiple events, I’m gon na pick red in this case just so it sticks out from the other occasions that I’ve currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of

Can You Use Calendly As A Crm 2022

Are you an expert, a freelancer or maybe you’re just trying to find more leads and permitting 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 utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a extremely easy and fast tool to enable individuals who are interested in my service and in my work to book time with me. 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 when you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually 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 consultations straight to your calendar however it likewise permits Calendly.

to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are taking place possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to check for disputes more than simply the one that you have actually selected up here and you can also define which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can validate 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 submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you want to include here. And lastly, we can click the my link.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your business 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 link from your website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on my link here just to reveal you where this shows up. 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 select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. But now let’s carry on to the events themselves and how can you establish one or more occasions so that it’s as simple 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 really our main page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are utilizing Calendly for one-on-one meeting.

So let’s say produce for one-on-one. 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 referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, really easy here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a location 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 conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in many cases, depending on the option that you select, you might have some additional options waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their telephone number. I require to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked 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’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can include a description which is something you do not wan na overlook specifically if you have multiple events that you’re gon na be providing to your users. I’m just 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 occasions that I have available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your service name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I simply paste this link and copy, they know what they’re getting.

And finally, we can select a different color. This is really helpful if you have numerous events, I’m gon na choose red in this case so it stands apart 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 event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of