when they want to schedule an appointment with you?
Let's fix that.
Together we'll set up an online scheduling system called Calendly, where your clients can book their own appointments!
When a client books me in Calendly
Create a Daylite Appointment + link it to the Person
When a client cancels or reschedules their Calendly appointment
Mark the Daylite Appointment as cancelled
Rescheduled Appointment triggers the create new Daylite Appointment + link it to the Person Zap
I sent out a few emails with my Calendly link to a few very hard to connect with people I have been chasing around.
'Ding' appointment made while I was in another meeting.
Thank you , thank you, thank you!"
~ Jeffrey Moormeier, JG Moormeier Financial
⚠️ IMPORTANT NOTE
this booking form is only for a very specific flat fee service:
it's for us to work together to set up Calendly integration with Daylite
💡 don't see the date you need?
you may notice I've only opened up a few weeks worth of availability
approximate Appointment duration.
The duration listed on the booking section is an estimate of how long it will take to set up Calendly and the Zaps outlined below, but it could take more time depending on circumstances that may arise. We may finish in less than the estimated time, and will conclude our screenshare at that time.
what's included in the Appointment.
This is a flat-fee service to screenshare with you to set up 2 Calendly Event Types for 1 Daylite User in 1 Daylite database*, and set up Zaps to allow Calendly to integrate with your Daylite database.
*Integration for additional Daylite Users or Daylite databases: each additional Daylite User should book their own appointment on this page
Please click this icon to share this page link with them:
The Zaps we'll create in your Zapier account that will integrate Daylite with Calendly are:
when your client books a new or rescheduled Calendly Appointment, create a new Daylite Appointment and link it to the Daylite Person
when your client cancels their Calendly Appointment, mark the Daylite Appointment's Status as cancelled
We'll also show you the workflow to have Appointments you create in Daylite show as unavailable in Calendly.
what's not included in the Appointment.
account fees imposed by Calendly (you'll need at least a Premium Calendly plan; to receive Appointment reminders you'll need a Calendly Pro account or higher)
account fees imposed by Zapier (you'll need a Zapier Starter plan or higher)
Daylite User licenses
any other 3rd party licenses or fees
integration with any other calendaring systems outside of Calendly and Daylite
how the Appointment works.
On your desired Appointment date and time, we will have a screenshare with you where we will be looking at your computer to complete the setup and train you on the workflow.
Appointment cancellations must be made at least 24 hours prior to your scheduled appointment. In the event that the cancellation is received less than 24 hours prior to the scheduled appointment or client fails to show for the appointment, 50% of the Appointment payment serves as a non-refundable late cancellation fee.
Cancellations should be done by clicking the Cancel button in your Appointment confirmation email. If you can't find your confirmation email you may submit your cancellation via phone at 503-208-6239.
In the event that the client receives Blue Rock's voice mail, a cancellation message must be left.
Please consult appropriate product manufacturer for information on terms and conditions of warranty. Blue Rock does not provide warranty for non-Blue Rock branded products.
Client attests that software provided by client to Blue Rock Consulting for the purpose of installation to any client system has been lawfully acquired and purchased by client. Blue Rock assumes no liability for "pirated" software provided by client.
In no event shall Blue Rock, its subsidiaries or affiliates, or their respective officers, directors, employees, representatives or agents (collectively, "Blue Rock Consulting") be liable for special, incidental, consequential, punitive, indirect, or other special damages, including but not limited to, loss of data, use, or profits, however caused, whether for breach of contract, negligence, or otherwise, and whether or not Blue Rock has been advised of the possibility of any such damages. All clients are advised to perform backups to their systems prior to any Blue Rock service performed.