{"id":1234,"date":"2022-01-24T19:16:18","date_gmt":"2022-01-24T19:16:18","guid":{"rendered":"https:\/\/simplygest.cloud\/academy\/?p=1234"},"modified":"2024-10-31T19:36:20","modified_gmt":"2024-10-31T19:36:20","slug":"integracion-con-calendly-permite-a-tus-clientes-concertar-citas-y-reuniones","status":"publish","type":"post","link":"https:\/\/simplygest.cloud\/academy\/integracion-con-calendly-permite-a-tus-clientes-concertar-citas-y-reuniones\/","title":{"rendered":"Integraci\u00f3n con Calendly: permite a tus clientes concertar citas y reuniones"},"content":{"rendered":"\n

Como sabes, existen una serie de integraciones<\/a> para a\u00f1adir funcionalidad extra a SimplyGest Cloud. Entre ellas est\u00e1 la integraci\u00f3n con Calendly<\/a><\/strong>, un servicio externo de programaci\u00f3n de citas y eventos<\/strong> en la nube.<\/p>\n\n\n\n

\u00bfQu\u00e9 es Calendly?<\/h4>\n\n\n\n

Calendly es un servicio online que permite programar eventos, citas, reuniones, etc. de forma sencilla. Funciona de forma autom\u00e1tica y desatendida: tus clientes, amigos, etc. podr\u00e1n elegir una fecha y hora para una reuni\u00f3n, cita, etc…<\/strong> sin tener que preocuparte de nada.<\/p>\n\n\n\n

Puedes personalizar tu p\u00e1gina, elegir tu disponibilidad y otras muchas opciones. Las citas, reuniones, etc. se a\u00f1aden autom\u00e1ticamente a tu calendario de eventos, recibir\u00e1s emails autom\u00e1ticamente para avisarte y mucho m\u00e1s.<\/p>\n\n\n\n

Adem\u00e1s, existe una versi\u00f3n gratuita<\/strong> que podr\u00e1s integrar en SimplyGest Cloud sin problema.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

C\u00f3mo funciona la integraci\u00f3n de Calendly en SimplyGest Cloud<\/h4>\n\n\n\n

La integraci\u00f3n de Calendly en SimplyGest Cloud se encuentra en tu Portal de Clientes<\/a>: tus clientes podr\u00e1n concertar citas\/reuniones con tu Empresa f\u00e1cilmente desde tu Portal de Clientes f\u00e1cilmente.<\/p>\n\n\n\n

En la siguiente secci\u00f3n lo explicamos y podr\u00e1s verlo con im\u00e1genes…<\/p>\n\n\n\n

Configurar la integraci\u00f3n de Calendly en SimplyGest Cloud<\/h4>\n\n\n\n

Lo primero que necesitas es comprobar si tu Plan actual de SimplyGest Cloud incluye las integraciones, ya que no todos los Planes son compatibles con integraciones, addons, etc.<\/p>\n\n\n\n

Necesitar\u00e1s crear una cuenta en Calendly<\/strong>, si a\u00fan no tienes una. La versi\u00f3n gratuita de Calendly permite crear un solo \u00abtipo de reuni\u00f3n\/evento\u00bb, y las opciones de personalizaci\u00f3n est\u00e1n m\u00e1s limitadas.<\/p>\n\n\n\n

Una vez hayas creado una cuenta en Calendly, crea tu primer \u00abtipo de evento\u00bb:<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Sigue los pasos del asistente para personalizar el tipo de evento\/reuni\u00f3n que quieres crear. Una vez hayas creado tu(s) tipo(s) de evento(s), deber\u00e1s obtener el link directo al mismo<\/strong>:<\/p>\n\n\n\n

\"\"
Pulsa en \u00abcopiar enlace\u00bb en el evento que quieres integrar en SimplyGest Cloud. Lo necesitar\u00e1s para configurar la integraci\u00f3n.<\/figcaption><\/figure><\/div>\n\n\n\n

En SimplyGest Cloud, dir\u00edgete a Administraci\u00f3n <\/strong>-> Integraciones<\/strong> y busca la integraci\u00f3n de Calendly:<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Pulsa \u00abA\u00f1adir<\/strong>\u00bb y en la ventana que aparece, rellena los datos solicitados:<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n
  • URL del evento<\/strong>: Es la URL que copiamos en el paso anterior, desde Calendly. Es el enlace directo a tu \u00abp\u00e1gina de programar citas\u00bb<\/em> para el evento seleccionado.<\/li>
  • Tipo<\/strong>: Es la forma en que se integrar\u00e1 Calendly en tu Portal de Clientes. Tus clientes ver\u00e1n un bot\u00f3n flotante (popup) en el Portal, o bien un apartado independiente en el propio portal. Lo veremos m\u00e1s adelante con fotos.<\/li>
  • Texto del bot\u00f3n<\/strong>: Es el texto que tendr\u00e1 el bot\u00f3n de Calendly en el Portal. Por ejemplo \u00abProgramar reuni\u00f3n<\/em>\u00ab, \u00abReservar Cita\u00bb<\/em> o lo que quieras.<\/li><\/ul>\n\n\n\n

    Una vez tengamos los datos rellenados, pulsamos \u00abGuardar<\/strong>\u00ab.<\/p>\n\n\n\n

    \"\"<\/figure><\/div>\n\n\n\n

    Con esto ya estar\u00e1 configurada la integraci\u00f3n<\/strong>. \u00a1As\u00ed de f\u00e1cil! Desde este momento, y si la configuraci\u00f3n es correcta, tus clientes podr\u00e1n solicitar reuniones, citas, etc. con tu Empresa desde el Portal de Clientes<\/strong>!<\/p>\n\n\n\n

    \u00bfC\u00f3mo ver\u00e1n mis Clientes el formulario de solicitud de citas en el Portal?<\/h4>\n\n\n\n

    Seg\u00fan el Tipo de integraci\u00f3n que hayas seleccionado (popup <\/em>o incrustado), tus clientes ver\u00e1n un bot\u00f3n flotante para mostrar el panel de Calendly, o una secci\u00f3n m\u00e1s en el Portal con el formulario incrustado<\/em>:<\/p>\n\n\n\n

    \"\"
    Bot\u00f3n de Calendly para el tipo \u00abPopup\u00bb<\/figcaption><\/figure><\/div>\n\n\n\n
    \"\"
    Panel de Calendly al final del Portal, con accesos directos en el panel izquierdo y en el superior<\/figcaption><\/figure><\/div>\n\n\n\n

    En cualquiera de los dos casos, el funcionamiento es el mismo<\/strong>. Se muestra un calendario con las fechas disponibles (que previamente has configurado en Calendly, as\u00ed como las horas, etc.) y tus clientes podr\u00e1n seguir los pasos del asistente:<\/p>\n\n\n\n

    Elegir la Fecha y Hora que deseen…<\/p>\n\n\n\n

    \"\"<\/figure><\/div>\n\n\n\n

    Indicar sus datos de contacto…<\/p>\n\n\n\n

    \"\"<\/figure><\/div>\n\n\n\n

    Y tras programar el evento, tanto t\u00fa como tu cliente recibir\u00e1n un email de configuraci\u00f3n de Calendly a modo de recordatorio\/confirmaci\u00f3n. Podr\u00e1s ver tus reuniones programadas, gestionarlas, modificarlas, etc. desde Calendly.<\/p>\n\n\n\n

    Sin duda es una forma sencilla de automatizar tus citas, reuniones o cualquier otro evento que requiera participaci\u00f3n de terceros, sin tener que enviar varios emails a cada asistente, esperar confirmaci\u00f3n ni anotar las fechas manualmente!<\/p>\n","protected":false},"excerpt":{"rendered":"

    Como sabes, existen una serie de integraciones para a\u00f1adir funcionalidad extra a SimplyGest Cloud. Entre ellas est\u00e1 la integraci\u00f3n con Calendly, un servicio externo de programaci\u00f3n de citas y eventos en la nube. \u00bfQu\u00e9 es Calendly? Calendly es un servicio online que permite programar eventos, citas, reuniones, etc. de forma sencilla. Funciona de forma autom\u00e1tica […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15,5],"tags":[],"class_list":["post-1234","post","type-post","status-publish","format-standard","hentry","category-addons-y-modulos-opcionales","category-clientes"],"yoast_head":"\nIntegraci\u00f3n con Calendly: permite a tus clientes concertar citas y reuniones | SimplyGest Cloud Academy<\/title>\n<meta name=\"description\" content=\"Integraci\u00f3n con Calendly: permite a tus clientes concertar citas y reuniones | Addons, M\u00f3dulos opcionales e integraciones de terceros | SimplyGest Cloud Academy\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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