Calendly Improvements

07-19-2023

We added some cool features to our Calendly integration. For each event you have synced with the CRM you can now enable "Auto Portal" and "Auto Scope". Auto Portal will automatically send the client or prospect an email with their PURL and instructions right after they book the event on Calendly. Auto Scope does the same thing but sends them an eSOA automatically. More information is available in our knowledge base
You will want to enable eSOA if you plan on using the Auto Scope feature. Just go to your settings page and find the "Pages" tab and you will see it as the first option. Scopes are accessible from the profile page. Visit our help article as well