The trigger
A "Ready for final check" email, and the advisor shows under Needs action with Run the final check and set live.
Verify
Work through the final check checklist on their page:
- Active member of our Calendly organization.
- Managed event on their account, at the right price.
- Availability over the next two weeks.
- Payout details and W-9 received.
- Card on file for the technology and team fee.
- Technology and team subscription set to start at go-live. Start it in Stripe if it doesn't start on its own.
- Optional, recommended for new advisors: make a real test booking, confirm the payment lands in our Stripe, then cancel and refund it.
If something is missing and they need to redo setup, select Send back to setup. Their dashboard shows the setup checklist again. No email goes out, so tell them what to fix.
Publish
- Under Details, add their Booking link: their managed event's link, like
calendly.com/their-name/45min. - Select Set live. It stays disabled until the checklist is done and the booking link is set. The dialog shows the "You're live" email.
- Select Set live and send email.
- Select Public page and confirm the booking calendar loads.
- Optional: add them to a collection under Directory.
That's it. The advisor is live.