How To Integrate Calendly with Annuities Genius

Integrating your Calendly online calendar with your Annuities Genius web page is a powerful way to streamline appointment scheduling and enhance your client interaction. By merging these two tools, you can provide a seamless experience for your clients, making it easier for them to book consultations directly through your website.

In this blog post, we'll guide you through the steps to effortlessly integrate Calendly with your Annuities Genius page, ensuring you maximize your efficiency and client engagement. Whether you're a seasoned advisor or just getting started, this integration will help you stay organized and accessible, ultimately improving your service delivery and client satisfaction. Let's dive into the process and set you up for success.

You should start by selecting "popup widget" embed option on Calendly:

Then copy the code from Calendly:

Select the dropdown for Clients in Annuities Genius and then click on Website Builder.

Paste the code to Advanced Website Settings in Annuities Genius:

You'll see a button at the bottom right corner of your Annuities Genius website:

Congratulations on successfully integrating your Calendly online calendar with your Annuities Genius webpage! With this setup, you've taken a significant step towards optimizing your client appointment process, ensuring that booking new consultations is now smoother and more efficient than ever.

By offering a seamless scheduling experience, you not only enhance your professional image but also save valuable time for both you and your clients. This integration allows you to focus more on providing top-notch advisory services rather than managing appointments.

If you encounter any issues or have further questions about maintaining this integration, don’t hesitate to reach out for support. Stay tuned to our blog for more tips and tricks to elevate your advisory services. Here's to more streamlined operations and satisfied clients!

This integration is available only for Prime+ and Pro users who have access to the website landing page feature in Annuities Genius.