We’re excited to share two new compliance features that enable you to use Calendly’s email and SMS functionality while staying compliant with SEC and FINRA recordkeeping regulations and avoiding costly fines.
Communications Archiving
This feature lets you compliantly use Calendly’s email and SMS functionality by maintaining a record of all outgoing email and SMS communications sent from your Calendly account, such as meeting reminders and notifications. Your outgoing communications log will be retained for 90 days by default, and we can extend the retention period for up to 3 years by request. If you get audited or need to review your logs for any reason, easily export your outgoing communications log at any time via CSV or API:
- In your Admin Center, click on Security, then Activity log
- Select Export, then Outgoing communications
Want more details, such as what’s included in the outgoing communications log? Find out here.
SMS Legal Disclaimers
You can now add your own, custom legal disclaimer anywhere your invitees (clients) can opt-in to SMS communications, such as on your booking page. Your disclaimer is set at the account level and is org-wide, so all of your users will display the same custom legal disclaimer, and it will display in addition to Calendly’s required default disclaimer.
If you’re the admin or owner of your Enterprise account, you can easily add your custom disclaimer at any time:
- Head to Branding in the Admin Center
- In the Organization SMS Legal Disclaimer text box, enter the additional disclaimer you would like to include with your text opt-in.
- Select Save Changes to append the disclaimer to all events with text reminders.
Want to learn more, including how you can preview your new disclaimer before setting it live? Check out our Legal Disclaimers article.