I want to include a checklist of topics (form) for a client to review prior to the meeting. The goal is to remind the client about the range of topics we can provide advice on and for us to understand what might influence their life now and in the near term. I would then get this information sent to me ahead of the meeting.
Ideally it would go out with the reminder email 24 hours prior to the meeting. Other than linking them to a third party fillable form I don’t see how it can be done within Calendly. Is there a solution I am missing?
