What to prepare
- Your own Calendly account and personal access token.
- Active meeting types with suitable descriptions.
- A decision about which offers may be shared with customers.
The right Calendly link, in the right context.
Make your own meeting options available as reviewed information and booking links.
Discuss this workflow
CalendlySelected access.
Agreed actions.
A connection with a purpose.
Different enquiries may need different appointments. Help the customer reach the right booking page by selecting the meeting types that belong in the workflow and explaining when each is appropriate.
A practical path forward.
We agree the scope before enabling a live workflow.
- 01
Connect your account
Validate a personal token for the account you own.
- 02
Select meeting types
Review your active event types and their booking links.
- 03
Use approved links
Copy selected offers to the Wiki; the customer completes booking in Calendly.
The scope, clearly stated
The connector does not book or cancel appointments, query live slots, read invitee data or synchronise webhooks. It is scoped to the connected user’s offers, not an entire team or organisation.
Data & permissions
What we evaluate together
Verify the correct event type and destination link for each enquiry. Booking completion should be checked in Calendly, not inferred from a link being shown.