Calendly

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Becca
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Calendly is a scheduling tool used by teams to provide agent availability on the go. This link can be provided to contacts to schedule a time that works for them while being convenient for agents. Every appointment scheduled through Calendly is added to the Follow Up Boss calendar. 

 

How it Works

Appointments scheduled by Calendly will automatically show up in Follow Up Boss if Calendly is connected to the same Google or Microsoft 365 calendar that is connected to Follow Up Boss.

Tip: To add your link to email and text templates using the Agent/Lender Merge Field, put your Calendly link in the User Merge Field of your Settings. Teams can manage everyone's User Merge Fields from the Teams page and use the Agent Merge Field to automatically add the right agent's booking link to emails and texts.

 

Getting Started

To create your free Calendly account, go to Calendly.com.

Note: Use the same email for your Calendly account that you connected to Follow Up Boss so appointments will sync automatically.

 

FAQs

Will the appointment made in Calendly appear on the lead profile? 
Yes! 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.
Where should I add my Calendly link?
You can add your Calendly link to your signature, email templates, or text templates to easily share it with your contacts. 
How can I access my Calendly links quickly? 

To access your Calendly links quickly, we recommend downloading the Chrome Calendly Extension.

Note: 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. 

mceclip0.png

Clicking on the Calendly icon will show you a menu where you can copy your Calendly link. mceclip1.png 

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