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