Does Every Calendly User Have To Integrate The Salesforce Account 2022

Are you a consultant, a freelancer or perhaps you’re simply trying to find more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to enable individuals who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things began by going into our menu, into our account once you have actually joined 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 because truly everything 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 only enables Calendly to book those appointments straight to your calendar but it likewise permits Calendly.

to inspect other bookings that you may have going on. And what I mean by this, is things beyond just Calendly consultations but things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to include those visits to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate 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 simply wan na motivate you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and possibly a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you would like to include here. And last but not least, 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 service or possibly it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can choose 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 occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 actually our main page here on the home screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority 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 say upgrade, that’s gon na conserve that option here. I’m simply gon na state, this is a meeting 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 occasions that I have offered.

And last but not least, we can select a various color. This is extremely helpful if you have numerous occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I’ve currently created. Now once 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. By opening this app, you’re gon na see a lot of

Does Every Calendly User Have To Integrate The Salesforce Account 2022

We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the very 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 include one or more calendar accounts.

And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 upload an image.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your business or perhaps it’s your full 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 media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications take place. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s proceed 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 actually our main page here on the home screen where you can include and edit existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and develop a brand-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 produce an one-on-one meeting or a group meeting. Now a group conference lets numerous guests meet with 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. However in most cases, most of individuals are using Calendly for one-on-one meeting.

Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the option that you pick, you may have some extra alternatives waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their telephone number. I need to understand who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually reserved the appointment. If somebody 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 have actually scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na state update, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na neglect particularly if you have numerous occasions that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service 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. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting too.

And finally, we can choose a various color. This is extremely practical if you have several events, I’m gon na choose red in this case just so it sticks out from the other events that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of