Calendly

Calendly provides a clean, simple way to let people schedule meetings with you when you’re available. All it takes is a couple clicks on their end, and your meeting is set!

How does the integration works?

This integration allows you to include your Calendly scheduling page in any PreciseFP template. When you engage a client or prospect with a template that includes a Calendly widget, the engaged client/prospect will be able to schedule a meeting and Calendly will update your calendar.

Read more in our knowledge base

"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.