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GG404
Community Member
January 5, 2025
Question

Option to Schedule Meeting Later

  • January 5, 2025
  • 2 replies
  • 109 views

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.

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2 replies

jillian
jillian
Community Member
January 6, 2025

Hi ​@GG404,

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 ​@Kerbisverse. He’s also a lawyer - albeit with a different focus - but I suspect he might have some ideas on how to approach these types of situations where you don’t entirely know what time the court or facility will give you but want to leverage all things Calendly.

Kerbisverse
Calendly Connector
Kerbisverse
Calendly Connector
January 6, 2025

Thanks for the tag in ​@jillian! 

​@GG404 this reminds me of when someone wanted to use Calendly just to collect emails and not actually meet. For that event type, it was a super simple onboarding form with just a name and email with a clickbox disclaimer that stated, “I understand that I should not actually try to meet on the date and time selected since [NAME] is just collecting my email using this "scheduling" link.” In your situation, you can take the same approach, but use more of the intake and routing features in Calendly with a similar bolded and *must check the box to continue* disclaimer. For that email collection example, here is my link for reference. 

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