#1
Additionally, what we noticed from the previous volume of changes:
There are several clients who booked "Discovery Calls," but did not receive the invitation link from Calendly, just like us. Furthermore, the event did not appear in our MS Outlook calendar. This was set up initially. Can you fix this? The last two times we sent emails ourselves to provide clients with the meeting link.
Please connect the MS Outlook calendars at sebastian leap-key.com and mj leap-key.com to Calendly. And send the confirmations for booked meetings to these same email addresses.
#2
Another similar issue concerns invoices from WIX. I see on WIX that the last invoice has number 5, but there should be two more: #6 and #7. WIX was set up to create an invoice and send it to the client's email address and to our email address (sebastian leap-key.com), but this is not happening.
It is important that both clients and we receive invoices directly. Exceptions will be those products with individual prices, for which we will use WIX to generate invoices.
- The prices for product #4 are set individually, so I need to issue invoices for them. Products #1, 2, 3 have fixed prices, and invoices for them can be generated automatically.
- I tried to go through the entire process by booking a meeting for products #1, 2, 3 from my personal email address svuinovich gmail.com, but I did not receive an invoice. It seems I received an email with confirmation of the booked meeting. I don't remember now.
- Confirmation and invoice should be sent to the client, as well as to the addresses sebastian leap-key.com and mj leap-key.com. Invoices were not sent to either Sebastian or MJ from Leap Key, nor to me as a client at my personal email address.