Integrating with TidyCal

Integrating your forms with TidyCal allows you to streamline scheduling and data collection. Use this integration when you want to automatically schedule appointments based on form submissions.

Before you start:

• Ensure you have a TidyCal account.
• Complete the "Setting Up Your Account" and "Creating Your First Form" articles.

1. Open the form you want to integrate with TidyCal.
2. Click on the "Integrations" tab in the form editor.
3. Select "TidyCal" from the list of available integrations.
4. Click "Connect" to start the authentication process.
5. Log in to your TidyCal account when prompted.
6. Grant the necessary permissions to allow the integration.
7. Choose the calendar in TidyCal you want to link with your form.
8. Save your changes to complete the integration.

Example configuration for a form integrated with TidyCal:

Form Name: Client Consultation
Integration: TidyCal
Calendar: Consultation Calendar

If something goes wrong:

• Authentication fails: Double-check your TidyCal login credentials and try again.
• Integration not appearing: Refresh the form editor and ensure TidyCal is selected as an integration.
• Data not syncing: Verify that permissions are granted in TidyCal and that the correct calendar is selected.