We're starting to look into using Calendly (or something similar) so that clients can schedule their own meetings based on our availability. When we've looked into this in the past, we weren't able to implement a solution like this because we typically have 2-3 colleagues in meetings with clients (advisor, paraplanner, sometimes tax specialist, etc). These teams are not always the same and certainly don't have the same availability on their schedules, so we need something that can look at dynamic groups of schedules, based on the client we are trying to get on the calendar, and only show availability that works for everyone.
Has anyone had success with this? If so, will Calendly work or did you end up using something else?