Calendly Integration or Better Scheduling Features
M
Marissa
Having a full Calendly integration would be phenomenal or the following features:
* Being able to customize email flows after scheduling and post appointment completion. Right now i can't tell if clients get appt reminders, when, or cancellation emails.
- I want to be able set post appointment email flows too. All these I want to customize to match the other email designs within a single flow.
* More robust calendar availability and options
- Right now the calendar displays all days to schedule even when all sessions are taken. This makes it look like there is way more availability then there actually is
- Setting buffer time between appts
- Maximum # of appt types per day
* Being able to customize the questions asked at scheduling. I can only create 1 custom question but I need to ask many more.
* Set specific call duration, not the limited drop downs.
M
Marissa
What specific email flow customizations are you looking for after scheduling and post-appointment?
- All of the same customizations as every other email you have including timing down to minutes.
- Customize the contents of the appointment confirmation email, appointment reminders, and flows afterwards that could be used as upsell opportunities and checkins
Can you provide examples of the types of questions you need to ask during scheduling?
- Similar customization to google forms, like an intake form (I've seen this requested elsewhere on here). As many custom questions as I want, option for multiple choice, longer paragraphs, short responses where I enter a full question and responses can be longer. This detail goes in the body of the calendar invite.
What specific calendar availability options would you like to see improved?
- Buffer times
- Max # of appointments per day
- Not a drop down duration, I can set it 21 minutes if i wanted for example
- When all appointments on a given day are taken, gray that day out. It shouldn't even be a option to click like it currently is
Jacob Choi-Durham
Great to hear your perspective, Marissa! I have a few more questions for you:
- What specific email flow customizations are you looking for after scheduling and post-appointment?
- Can you provide examples of the types of questions you need to ask during scheduling?
- What specific calendar availability options would you like to see improved?