Introducing Calendly — A new way of scheduling meetingsSubmitted by Affiance Financial on March 8th, 2017
Did you know you have the option to schedule meetings with your advisor on the affiancefinancial.com website? With the implementation of online scheduling tool “Calendly”, we made it possible. Calendly allows you to schedule your next meeting in just a few clicks – no phone tag, no email chains, no problem.
Here’s how it works
Calendly syncs with our advisors' Outlook calendars to determine when they’re available for a meeting. If an advisor has a meeting or event on their calendar, Calendly will recognize it as busy and mark it unavailable. When searching for a time to schedule your meeting, you will only see the days/times that are available on your advisor’s calendar.
To schedule a meeting using Calendly, just go to our website, find Client Links on the navigation bar, and select Schedule a Meeting. Next, select your advisor and preferred meeting type (office or phone). Finally, find an available day and time for your meeting.
The other option is to have our receptionist, Molly, send you an email containing the link to the Calendly page with your advisor and preferred meeting type already set. In this scenario, all you would have to do is find an available date and time for your meeting.
Now that you have an idea of how Calendly works, let’s try and get an Office Meeting on Andy’s calendar for the week of April 17.
After you've scheduled your meeting, you will receive a confirmation email that contains the details of your meeting, along with the option to cancel or reschedule. You also have the ability to save the meeting in your Outlook or Google calendar. Finally, you will receive a reminder email one month, one week, and one day before the meeting. That's it!
If you have any questions about using Calendly, please contact Molly at (952) 253-2560 or firstname.lastname@example.org.