Adding Calendly to a Template

Add your Calendly directly to any template

Updated over a week ago


Go to Calendly.com to obtain your Calendly link.

Copy your the text after calendly.com/
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Go into the editor of your PreciseFP template that you wish to add Calendly to.  (Templates > My Templates > Click on your template > Click on the Customize button

Locate any empty cell.  It will have a + icon if it's empty.  Please view this tutorial on how to add new fields in a template.

Click in the empty cell then click on the + icon.
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Click on New Element
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Choose Calendly from the Graphical elements
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Paste in the text from Calendly and then click on Create.
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