With the Calendly integration, you can easily send clients Calendly invites via the Meeting Task.
To Connect Your Calendly Account to Liscio:
Select your Profile (name) in the bottom-left menu.
Select the Third-party Apps tab.
Under Calendly, select Connect.
If not signed in, you will be prompted to sign into Calendly.
A success banner will appear: Connected Calendly.
To Disconnect Your Calendly Account from Liscio:
Select your Profile.
Select Third-party Apps.
Select Disconnect, then Proceed.
To Send a Calendly Meeting Invite:
Select Add New.
Select Task.
Select Meeting.
Select the client (Account and Contact).
Note: The Task Owner defaults to you and cannot be changed.
Select the Calendly radio button and choose your Calendly event.
Note: Events must be created in Calendly before they can be selected.
Select a Due Date.
Select Create Task.
Once your client schedules a meeting, you will receive an email confirmation from Calendly.
Important Notes:
Calendly links are not updated in the Liscio task after scheduling.
To join the meeting, use the link in the confirmation email or your calendar invite.Calendly links are single-use. Once scheduled, the link cannot be reused.
Clients must mark the task complete manually after scheduling the meeting.
How Clients Complete a Calendly Meeting Task:
Open the Meeting task from their To Do List or Tasks page.
Select the provided Calendly link.
Choose a date and time, then select Confirm.
Enter their name, email, and any guest information.
Select Schedule Event.
Receive an email confirmation with the meeting link.
Return to Liscio and select Mark Complete on the task.