Set up your Client Portal "Book a Meeting" Link

You can include a link in the Client Portal that allows clients to book consultations or meetings with you and your firm. We recommend using Calendly but we can link to any bookings page you use. 

We can also customize the page your clients see after completing a questionnaire to include your meeting booking link. This enables you to configure a workflow that encourages clients to book a consultation right after they submit their information. Never again go into another consultation without all the information you need!

Set up: 

If you already use a meeting booking service like Calendly, you can send the link to us at and we'll implement the integration for you. 

If you don't already use a booking service but would like get started, we recommend using Calendly and you can do so here: 

Note: For the Rally integration you only need the Free Calendly account!

If you have questions about how this feature, please let us know and we can schedule a call to review it. 

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