Merge Google Calendar With Calendly 2022

Are you a specialist, a freelancer or perhaps you’re just searching for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a really easy and fast tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account when 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. Due to the fact that actually 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 add one or more calendar accounts. This not only permits Calendly to book those consultations straight to your calendar however it also allows Calendly.

to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits but things that are taking place perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to add those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select 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 simply wan na encourage you to upload an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and maybe a welcome message simply when they arrive at your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And lastly, we can click the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your organization or maybe 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 link from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently 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 enters 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 potential leads or for your customers 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 main page here on the home screen where you can add and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets several guests meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. But for the most part, the majority of individuals are using Calendly for individually meeting.

Let’s say develop for one-on-one. 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. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, really easy here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the option that you select, you might have some extra choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their telephone number. I require to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone 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 guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook particularly. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or maybe your full 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 again, you wan na try make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they know 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