Integrating Calendly With Activecampaign 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 include one or more calendar accounts.

to check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly consultations however things that are occurring maybe in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to check for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to add those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can confirm with any calendar service including 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 simply wan na motivate you to publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile picture here in addition to your name and perhaps a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your service or maybe it’s your complete name. I have actually got two 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 choose that new occasion type, which is gon na open up a new screen.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other occasions that I have available.

Now when we hit 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

Integrating Calendly With Activecampaign 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 very 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 inspect other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have actually picked up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate 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 visits that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps 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 want to add here. And last but not least, we can click the my link.

Now this is probably more important than you believe. In many cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect 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 arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes happen. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events currently that individuals can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design 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 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 truly our primary page here on the home screen where you can add and edit existing events. I have actually got 2 events that I’m using at the moment but let’s go and produce 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 have actually got 2 choices here, we can either produce an individually meeting or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for individually meeting.

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 option here. I’m just gon na state, this is a conference 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 events that I have available.

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