Calendly - Pre-Meeting Information

Ensuring everyone attending an appointment comes in informed is crucial to making the most of the time allotted. When a contact schedules an appointment with you, send them an email containing the information they should come into the meeting knowing. After a small wait, we check to see if the contact opened the email. If they did, your team is notified so they know everyone is ready to dive in. Before importing, set up your Calendly integration.