What to prepare
- An account owner and the calendar or booking service to use.
- Service duration, opening windows and cancellation rules.
- A team contact for conflicting or uncertain results.
A clearer path to the right appointment.
Choose between sharing a booking link and a permission-controlled calendar workflow. They solve different needs.
Discuss this workflow
Start with the work itself.
A useful appointment flow starts with the service, duration, timezone and availability. Agree these before connecting a calendar. A link lets the customer finish booking with the provider; a native calendar action needs explicit permission and a confirmed result.
A practical path forward.
We agree the scope before enabling a live workflow.
- 01
Choose the route
Use a Calendly/Cal.com link or an agreed Microsoft calendar workflow.
- 02
Set the rules
Define meeting types, booking windows, timezone and allowed actions.
- 03
Confirm the outcome
A booking is only confirmed after the calendar operation is confirmed.
The scope, clearly stated
Calendly and Cal.com connectors currently provide selected meeting options and links, not booking writes. The Microsoft connector handles one selected calendar and does not send attendee invitations. Uncertain writes are held for review.
Data & permissions
What we evaluate together
Review whether the correct meeting type was chosen, the offered availability was useful and each claimed booking has a confirmed calendar result.