Fintech Automation Blog
Introduction
Meeting with a new prospect is always a great opportunity for business owners, but it also usually comes with the added responsibility of intaking new information, getting it into your tech stack, and the inevitable possibility of meeting with a...
Introduction
Did you know that you can override your previously-set availability in Calendly?
For many, this might be a feature in which they've overlooked. When it was first added to Calendly, they dubbed this feature "date overrides", but in recent months, have given...
Introduction
As you might remember, Calendly introduced Routing Forms in May of 2022 - a new way to filter and pre-qualify leads before actually meeting with them. Now less than a year later, they've expanded Routing Forms to "Calendly Routing", which allows you to...
Introduction
If you're like most Calendly users, you rely on the app to schedule meeting with leads and clients in a seamless, hands-off fashion. And while your standard booking settings may be doing their job, there's a good chance you could be getting...
Introduction
If you're a LinkedIn user, you're probably aware of how big of a role the social networking platform plays in scavenging for new leads. Its ability to connect specific industry professionals to each other can often spark new working relationships. A lot of...
Introduction
Earlier this month, our friends at Calendly added a small, but highly-requested feature to their application called “Meeting Polls”.
Meeting Polls now allow you to collectively vote on one-off meeting times with your invitees to determine what...
One of Calendly's many helpful features is the ability to automate follow up messages after a meeting occurs. However, you may sometimes need to stop the message from going out.
Fortunately, it's a very simple process. Here's how:
1. Click here to log into your Calendly account.
2. Click...
