Slack Calendly Integration 2022

Are you a consultant, a freelancer or possibly you’re just searching for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a very easy and fast tool to permit people who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account once you have actually registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those consultations straight to your calendar however it also allows Calendly.

to examine other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to include 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. Simply select add calendar account here and you can validate 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 upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company 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 vital than you believe. You’re gon na wan na put the name of your business or maybe it’s your full name. Remember, 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 networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click on my link here just 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 events presently that people can select from and when they click on among those events, 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 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 clients 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 add and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, the majority of people are using Calendly for individually conference.

So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an occasion 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 simply gon na call this one, Satisfying with Scott, actually easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending on the option that you choose, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually scheduled the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve 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 state upgrade, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na ignore specifically. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your complete 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 once again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they understand what they’re getting.

And lastly, we can pick a various color. This is extremely practical if you have multiple occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already created. Now once we hit 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. By opening this app, you’re gon na see a lot of