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Kaylyn Lane

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  1. 54 votes
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    Kaylyn Lane supported this idea  · 
  2. 87 votes
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    Kaylyn Lane supported this idea  · 
  3. 134 votes
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    Kaylyn Lane supported this idea  · 
  4. 38 votes
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    Kaylyn Lane supported this idea  · 
  5. 43 votes
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    Kaylyn Lane supported this idea  · 
  6. 71 votes
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    Kaylyn Lane supported this idea  · 
  7. 198 votes
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    Kaylyn Lane supported this idea  · 
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    Kaylyn Lane commented  · 

    Our firm currently uses a web of connections between Calendly, Redtail, Outlook and Zapier to make our Calendly items show up on Redtail properly. While it's no extra cost it's extremely annoying. If one password gets changed on any platform, you have to relink everything. I do this constantly for 4 advisors. Or clients love being able to schedule themselves. There MUST be something that can be done to make this integration easier.

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