top of page
  • LinkedIn
Search

Type the subject, not your name, into Calendly

When using someone's Calendly link to schedule a meeting, don't type your name where it says "Name". Instead, type the subject so people know what it is about. That is the way it will appear in people's calendars. Nobody reads the fine print.


The one on the left will just show up in the calendar as "Kendrick Wakeman" while the one on the right will show up at "Kendrick <> Kraft re: Quarterback".

 
 

© 2025 WealthTech Strategy Partners LLC

Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC.  WealthTech Strategy Partners LLC and BA Securities, LLC are separate, unaffiliated entities.

bottom of page