Prevent Calendly Auto-Filling

While Calendly offers a convenient cached auto-fill feature that remembers and populates information from previous visitors, it may pose challenges when handling bookings from third-party agents like Answer Aide. In certain instances, Calendly's aggressive caching can inadvertently overwrite the edits made by our team, leading to potential mix-ups in client information.

To mitigate this issue and ensure accurate client information for each appointment, we recommend implementing the following workaround:

1. In the event, go to the "Invitee Questions" section.

2. Click the "Name" field to bring up the settings we need.

3. Unselect the "Autofill Invitee Name, Email, and Text Reminder Phone Number from prior bookings" checkbox.

At Answer Aide, we understand the importance of precise client information and strive to deliver seamless service for your scheduling needs. By implementing these measures, we ensure that each appointment accurately represents the client involved, providing a smooth experience for both you and your clients.