Does Calendly Integrate With Redtail 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 locations 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 include one or more calendar accounts.

And what I mean by this, is things beyond simply Calendly consultations however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 just wan na encourage you to publish an image.

Now this is most likely more important than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect 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 land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those modifications occur. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up 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 truly our main page here on the home screen where you can include and edit existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for individually conference.

In this case, I’m gon na state, 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 save that option here. I’m simply 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 finally, we can select a different color. This is really handy if you have multiple occasions, I’m gon na choose 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 occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of

Does Calendly Integrate With Redtail 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 locations 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.

to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are occurring possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple 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 include those visits to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can validate with any calendar service consisting of 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 publish an image. If this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and possibly 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 add your business logo or some other image that you would like to add here. And last but not least, we can click the my link.

Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your service or maybe 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 website or your social media accounts or you can just copy and paste this and give it to people directly 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 home screen. I just wan na reveal you where some of those modifications occur. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that people can pick 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. 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 prospective 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 main page here on the house screen where you can include and modify existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and produce a brand-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 options here, we can either produce an individually conference or a group conference. Now a group meeting lets several invitees meet with 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. In many cases, the majority of people are using Calendly for one-on-one meeting.

Let’s state produce 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 referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add 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 custom-made, 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 choose, you might have some additional alternatives waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their contact number. I need to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. If someone is thinking about 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’ve booked the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na ignore specifically if you have several occasions that you’re gon na be providing to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available. And then just 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 primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they know what they’re getting as well.

Now once we struck 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