Calendly is a third party scheduling platform that allows your clients to easily book meetings with you based on your current calendar availability. To take advantage of this integration, start by creating a Calendly account. Connect your Calendly account to Releventful to ensure that meetings booked in Calendly are synced directly into your Releventful calendar.
Follow the steps outlined below to setup this connection:
Step #1: Locate the API Redirect Link in Releventful
Locate the custom integration link for Calendly directly in your Releventful account. You will need to obtain this in order to complete Step #2 below.
Select the settings gear at the bottom of the left-hand navigation bar in Releventful.
Select the Integrations menu from the list that appears.
Select Calendly in the submenu.
Click on the copy button to save the API Redirect Link to save it for Step #2 below.
The copied URL will resemble the following example:
Step #2: Customize the Redirect in Calendly's Confirmation Process
Follow the steps below to complete the integration between Calendly and Releventful:
1. Log in to Calendly and edit the event type you'd like to integrate with Releventful.
2. Expand the Booking Page options and scroll down to the Confirmation Page section.
3. Select Redirect to an external site under the After Booking drop-down field.
4. Enter the URL in the Redirect URL field.
5. Make sure to select to checkbox for Pass event details to your redirected page.
6. Click Save & Close to save your changes.
Additional Information on the Calendly Integration
The redirect link process outlined above is essential in ensuring that meetings booked via Calendly are communicated to your Releventful calendar. The email address entered by the client when they booked their appointment via Calendly will route the appointment to the lead/client details within Releventful. When this process is successful, an appointment will appear in Releventful attached to their lead details (as shown in the screenshot below) and also appear on the Releventful calendar.
If a meeting is booked via Calendly and the email address is not on file for a user in Releventful, the appointment will still appear on the Releventful calendar for your visibility, but will not be tied to a user account since the email address is not on file.
If a client needs to reschedule an existing Calendly meeting, they can utilize the Calendly rescheduling link to update their appointment date and time. When this process occurs, the change is communicated to Releventful for the update to take place there.
Setup Calendly to Check Existing Appointments for Meeting Conflicts
You can have Calendly to check the Releventful business calendar for meeting conflicts by doing the following.
Step 1: Subscribe to Your Releventful Business Calendar
Follow the steps listed here to integrate your Releventful business calendar into your external calendar.
Step 2: Enable the Connected Calendar to Check for Conflicts
In Calendly account settings, click on Calendar sync
Click on Edit in the Configuration -> Check for conflicts section
Then, check the box next to your Releventful connected calendar and click Update to save the change.
