Setting up Calendly correctly ensures that Oliv can seamlessly recognize meeting participants, making your scheduling process smoother and more efficient.
By adjusting a simple setting, you can ensure that Oliv accurately detects prospects, helping you manage your meetings more effectively.
Follow these quick steps to optimize your Calendly setup:
Open Calendly: Log in to your Calendly account.
Go to Event Settings: Navigate to the event you want to configure.
Access More Options: Click on More Options for the selected event.
Go to Notifications & Workflows: Find and select the Notifications & Workflows section.
Check Invitation Type: Look for the current setting. If it is set to Email Confirmation, change it to Calendar Invitation.
Save Changes: Click Save and Close to apply the new settings.
By making this quick adjustment, your calendar invitations will automatically include both your email and the prospect’s email, allowing Oliv to recognize attendees effortlessly.
With this setup, you can enhance your scheduling workflow and ensure seamless meeting tracking.
Watch the video below for a step-by-step walkthrough on setting up Calendly with Oliv:
That’s it! Your Calendly setup is now optimized for Oliv.
References
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