Planner Portal: Calendar IFrames

Embed a calendar app directly on the platform so that clients can book you for a Discovery Call, Foundation Call, or Plan Presentation Call.

In the Planner Profile you can set your own calendar embeds. These settings only apply when a

prospective client uses a planner’s REF ID link to sign up to the platform.

How to Embed Your Calendar:

Discovery Call: This calendar is shown when a prospective client first logs into the platform.

Foundation Call: This calendar is only shown when you upload or publish a Foundation Report for a paid client.

Plan Presentation: This calendar is only shown when you upload or publish a Plan Report for a paid client.

Ongoing Session: This calendar is only shown when a client is in the "Ongoing" column of the Client Flow