Integrating Calendly

Integrating Calendly with your form allows you to streamline scheduling directly from your form submissions. Use this integration when you want to offer scheduling options to respondents without leaving the form interface.

Before you start

• Ensure you have a Calendly account.
• Have a form created in the application. Refer to Creating Your First Form if needed.

Steps to Integrate Calendly

1. Log in to the application.
2. Navigate to the integrations section using the sidebar menu.
3. Select Calendly from the list of available integrations.
4. Follow the prompts to authenticate your Calendly account. You may need to log in to Calendly and authorize the connection.
5. Once authenticated, choose the form you want to connect with Calendly.
6. Configure the scheduling options as desired, such as selecting specific event types or availability.
7. Save your settings to complete the integration.

Example Configuration

Here is an example of how you might configure a form with Calendly integration:

Form Name: Client Consultation
Calendly Event Type: 30-Minute Meeting
Availability: Monday to Friday, 9 AM - 5 PM

If something goes wrong

• Authentication Issues: If you encounter problems logging into Calendly, ensure your credentials are correct and that you have an active internet connection. Try resetting your password if necessary.
• Integration Not Appearing: If Calendly does not appear in the integrations list, refresh the page or log out and back into the application. Ensure your application version supports Calendly integration.
• Scheduling Conflicts: If the scheduling options do not reflect your Calendly settings, double-check the event types and availability configured in your Calendly account. Re-sync the integration if needed.