Salesforce Calendly Integration 2022

We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can also look for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have actually selected up here and you can also specify which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify 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 simply wan na motivate you to upload an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and maybe a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo 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 organization or perhaps it’s your complete name. I’ve got 2 occasions presently that individuals 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 new occasion type, which is gon na open up a new screen.

Let’s say create for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this an in person 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 noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the alternative that you choose, you may have some additional choices waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can select this choice, my guest ought to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the appointment. If somebody is considering scheduling 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’ve reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their contact number. I’m gon na say update, that’s gon na save that choice here. If you have several occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na neglect especially. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they know what they’re getting also.

Now as soon as 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

Salesforce Calendly Integration 2022

Are you an expert, a freelancer or maybe you’re just trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a very easy and quick tool to allow individuals who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things begun. 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. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar but it also enables Calendly.

to examine other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use several calendars to check for conflicts more than just the one that you have picked up here and you can likewise define which calendar to add those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just select add calendar account here and you can authenticate 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 submit an image. If this is conferences or consultations that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message simply when they land on your start page. Next step, 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 finally, we can click on the my link.

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

Let’s say create for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the choice that you select, you might have some additional alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have scheduled the visit. So if somebody is considering booking 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 reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na ignore specifically if you have several events that you’re gon na be providing to your users. So 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 has to do with compared to maybe a few of the other events that I have readily available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company 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 separate URL. In this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however also if I simply paste this link and copy, they know what they’re getting.

Now when 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