Advisor Help: Why Can't My Client Book a Discovery/Foundation/Planning Call

There are three calendars that are conditional:

• Discovery Calendar: This shows up before a client has paid or been "marked as paid" in the back end.
• Foundation Calendar: This shows up after you create a Foundation Report, publish it, and click the "send email" button. This sends the Foundation Email and allows the Foundation Calendar to show.
• Planning Calendar: This shows up after you create a Planning Report, publish it, and click the "send email" button. This sends the Planning Email and allows the Planning Calendar to show.

If you always want to show a calendar, you can use the General Calendar embed area. When a calendar code is added in the General Calendar it will always be shown.