How To Integrate Calendly Into Your Proposals

The Calendly integration is $5/per account up to 9 users.

Below are instructions to integrate Calendy into your proposals.

1. Select "Company Settings" under the "My Account" tab in the top right-hand corner of your portal.

2. Click the "Activate Calendy" button.

3. Now select "Preferences" under the "My Account" tab.

4. Each agent will now have the option to add a Calendy URL to their profile.

5. Your new proposals will now have the option for your client to schedule an appointment directly through Calendy from your proposal. You can see this by selecting "View" next to the proposal.

Congratulations! You have successfully integrated Calendy into your proposals.