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.
Releventful now offers a Calendly integration that connects directly to your Calendly account. Once connected, new Calendly appointments can be added to your Releventful calendar automatically, and Calendly cancellations can also be reflected in Releventful.
Connect Calendly to Releventful
To connect your Calendly account:
In Releventful, select the Settings gear in the left-hand navigation.
Select Integrations.
Select Calendly.
Click Connect.
A Calendly window will open. Sign in to Calendly if prompted and approve the connection.
Once the connection is complete, return to Releventful.
You do not need to copy a redirect link or update the confirmation page for each Calendly event type when using the beta integration.
What Happens After Calendly Is Connected
When a client books an appointment through Calendly:
The appointment is added to your Releventful calendar.
If the email address used in Calendly matches a contact in Releventful, the appointment can also be associated with that contact.
If the email address is not already in Releventful, the appointment will still appear on the Releventful calendar.
If the client cancels the Calendly appointment, the corresponding appointment in Releventful will also be removed.
If a Calendly appointment is rescheduled, Releventful will receive the updated booking information and reflect the change.
Beta Integration
The direct Calendly connection is currently available as a beta integration.
While in beta, we recommend letting our Support team know if you notice an appointment that does not appear, cancel, or update as expected. This helps us continue improving the integration.
Existing Calendly Redirect Setup
If your account was previously configured using the older Calendly redirect process, you may already have a Releventful redirect URL configured in Calendly.
Once the new Calendly connection is active, Releventful uses the direct Calendly integration for appointment updates. You do not need to configure the redirect process for new event types.
Using Your Releventful Calendar to Help Prevent Scheduling Conflicts
Connecting Calendly to Releventful keeps Calendly appointments synchronized with your Releventful calendar.
If you also want Calendly to consider events already on your Releventful calendar when determining your availability, you can subscribe to your Releventful calendar through your external calendar application and then tell Calendly to check that calendar for conflicts.
Step 1: Subscribe to Your Releventful Calendar
In Releventful:
Go to Calendar.
Select Settings.
Select Get Your Calendar Link.
Copy the calendar link.
Add that link as a subscribed calendar in your Google Calendar, Apple Calendar, or Outlook account.
Step 2: Enable the Connected Calendar to Check for Conflicts
In Calendly:
In 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.
