- Knowledge Base : CounselMore Support
- ACCOUNT SET UP
- New Account - SELF GUIDED SET UP
-
ACCOUNT SET UP
-
CLIENT MANAGEMENT
-
ADMISSIONS DATA & SEARCH NAVIGATION
-
GOOGLE-DRIVE
-
SETTINGS MENU & CUSTOMIZATIONS
- Settings - My Business
- Settings - Branding
- Settings - Default Data Columns
- Settings - Routine Assignments
- Settings - Webmaster
- Settings - Broadcast Station
- Settings - Reporting
- Settings - Professional Log Books
- Settings - Toolbox
- Settings - Texting Set up
- Settings - Accounting Setup
- Settings - Integrations
-
SALES & DEMONSTRATIONS
-
MEMBERS. ONLY
-
Sales Lead Tools
How to Connect Your Calendly Account to CounselMore
Easily integrate your Calendly account with your CounselMore portal by following these steps:
1. Go to Settings
◦ Log in to your CounselMore account.
◦ Navigate to Settings > Integrations > Calendly Integration.
2. Connect Your Account
◦ Click Connect Calendly Account.
3. Follow the Steps
◦ Complete the prompts to link your Calendly account.
Once connected, your Calendly account will sync with CounselMore, allowing you to manage your calendar seamlessly.
For additional help, visit our guide here: Scheduling & Calendar Connections.