How Do I Sync My Calendly To My Outlook 365 2022

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 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 include one or more calendar accounts.

to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can utilize multiple calendars to look for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to add those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add 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 conferences or visits that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also 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 most likely more crucial than you believe. You’re gon na wan na put the name of your organization or maybe it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals directly 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 just wan na reveal you where some of those modifications take place. I’m gon na click on 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’ve got two occasions presently that individuals can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo 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 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 really our main page here on the home screen where you can include and edit existing events. I have actually got 2 events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually 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 a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for one-on-one conference.

So let’s say produce for individually. On this screen, the first thing that we need 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 people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the alternative that you pick, you may have some extra options waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have booked the visit. So if somebody 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 now, 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 choice here. Down listed below we can include a description which is something you do not wan na neglect specifically if you have numerous occasions that you’re gon na be providing to your users. I’m simply gon na state, this is a conference 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 events 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 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. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.

Now once we hit 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

How Do I Sync My Calendly To My Outlook 365 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 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 indicate by this, is things beyond simply Calendly consultations however things that are taking place maybe in your personal 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 stay 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.

You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got two events presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a brand-new screen.

Let’s say produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly basic here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the choice that you select, you might have some additional options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can include a description which is something you don’t wan na ignore especially if you have numerous events that you’re gon na be offering to your users. So I’m simply gon na state, 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 a few of the other occasions that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe 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 again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they know what they’re getting.

And last but not least, we can pick a different color. This is extremely useful if you have multiple events, I’m gon na select red in this case so it stands out from the other events that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of