How do I add a meeting scheduling link to an offer? (Appointments, Investor Questions, Schedule Calls)

If you use any meeting scheduling links, such as Calendly or Hubspot, you can add them to your available offers.  Link settings are offer-specific, so you can choose which offers display your links.

To add your scheduling links: 

1. Select Offers from the left menu
2. Click into the offer you would like to update with your link
3. Choose Investor Flow on the left
4. Click Call to Action Buttons
5. If you are using Calendly:
   • Click Use Calendly meeting scheduling
   • Provide your link in the Calendly Event Link field
     
     
     
6. If you are using another meeting link: 
   • Provide your link in the Contact Us External URL field
     
     

     
     

7. Click Save Changes

For information on how to find your Calendly link, click here

For information on how to find your Hubspot link, click here