I am an attorney. Most of my meetings are in-person or via Zoom. However, I would like to have a way for someone to book a consultation on behalf of someone who is detained. Because they are detained, I have to work with the detention facility to coordinate a specific date and time. Is there a way to offer an event, i.e. “Detained Consultation,” without a specific date and note that the date will be provided later? For the current setup, when the caller calls, the receptionist takes information and they are separately sent an invoice on a different platform. I am hoping to keep all consultations/meetings in Calendly.
Hi
Hmm. So the first thing that comes to mind is sort of setting a very short placeholder event somewhere in your schedule. I’m thinking like a 5-minute event and perhaps you bundle them altogether in a short block of time every Friday. This would allow you to keep the initial contact in Calendly, leverage workflows, and it would add the new person to your Calendly contacts. From there, when you know the specific date and time you can schedule the event on their behalf (more on that here: https://help.calendly.com/hc/en-us/articles/26738893198359-How-to-schedule-a-contact).
I’m also tagging in one of our super users around here
Thanks for the tag in
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