Appointments scheduled by Calendly will automatically show up in Follow Up Boss if Calendly is connected to the same Google or O365 calendar that you are using with Follow Up Boss.
Your Google or Office 365 calendar is automatically connected when you connect your email. See Connecting Your Email for more information.
All appointments on your connected calendar show on the Calendar page in Follow Up Boss. More on the Follow Up Boss Calendar here.
If the appointment is scheduled with a contact who is in Follow Up Boss, the appointment will also show on that contact's page. The email address for the contact needs to match the email address on the appointment.
Quickly adding your Calendly link to messages:
To access your Calendly links quickly, we recommend downloading the Chrome Calendly extension. Here's where you can do that:
You may need to restart Chrome after Calendly has been installed.
After the Calendly for Chrome extension has been installed, here's where you'll be able to see it on Chrome:
Clicking on the Calendly icon will show you a menu where you can copy your Calendly link:
Simply copy that link and paste it into any of your Follow Up Boss emails!