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

Here's the Truth:

You've Been Lied To

Get our whitepaper, The 5 Biggest Myths in Wealth Management, and discover the five most common misconceptions that could be holding your firm back.