How To Set Up Calendly With Outlook 2022

Are you a consultant, a freelancer or possibly you’re just looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to enable people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account when you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since truly everything is based around your relationship with Calendly and your calendar, and we desire 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 only permits Calendly to book those appointments directly to your calendar but it also permits Calendly.

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

You’re gon na wan na put the name of your service or perhaps it’s your full name. I’ve got 2 occasions presently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events that I have offered.

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

How To Set Up Calendly With Outlook 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.

And what I indicate by this, is things beyond just Calendly appointments however things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your extremely 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 vital than you think. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your complete 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 site or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications occur. I’m gon na click on my link here simply to show you where this shows up. So 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 2 occasions currently that people can pick 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. But now let’s carry on to the events themselves and how can you set up one or more occasions so that it’s as easy for your potential 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 really our primary page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na select 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 individually conference or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for individually conference.

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 update, that’s gon na save that choice here. I’m just gon na state, 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 perhaps some of the other events that I have readily available.

And lastly, we can select a different color. This is extremely helpful if you have multiple events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of