Calendly - PreciseFP

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 PRECISEFP BLOG

Ideas You Can Use

Stay updated with the latest insights, tips, and best practices for financial advisors on the PreciseFP blog.

Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.