Advice and answers from the PreciseFP Team

Search results for:Calendly

Adding Calendly to a Template

Add your Calendly directly to any template… Click on New Element Choose Calendly from the Graphical elements Paste in the text from Calendly… Go to Calendly.com to obtain your Calendly link

LPL Applicable Integrations

Integration Fields that Sync Between PreciseFP and Salesforce PreciseFP seamlessly integrates with Calendly… Add Calendly to a PreciseFP Form Template Zapier lets you connect PreciseFP with thousands of the

[Step 1] - Building Your Client Engagement and Data Gathering Process

template PreciseFP will set the appointment in your calendar automatically with widgets like Calendly

Form Element types

Calendar App (graphical element)… The Calendar App element supports integrations with Calendly, Acuity Scheduling, Schedule Once and ZynCal

Integration FAQ

data from the Calendar app, but rather you're able to place your calendar by way of a PreciseFP element… A: We do partner with several Calendar applications… calendar service you use

Adding a ZynCal to your template

Go to your calendar view settings and click on "ZynCal embed code". Copy the code presented… Once you click create, you will see your calendar in the template

Adding Acuity Scheduling to a Template

in the template editor you'll want to add a new template element where you wish to place your Acuity calendar… Click on Create You'll now see your Acuity Calendar on the template while in the editor

Adding ScheduleOnce to a Template

template editor you'll want to add a new template element where you wish to place your ScheduleOnce calendar

Dataset Elements

It shows a calendar when clicked and will automatically validate and format the selected date… It shows a calendar when clicked and will automatically validate the year selected