> ## Documentation Index
> Fetch the complete documentation index at: https://help.emergent.sh/llms.txt
> Use this file to discover all available pages before exploring further.

# Calendly Integration

> Add appointment scheduling to your app

## What is Calendly?

Calendly is an appointment scheduling tool that makes booking meetings easy. No more email back-and-forth - people just pick a time slot that works for both of you!

**Perfect for:**

* Booking sales calls
* Scheduling consultations
* Meeting appointments
* Client onboarding calls
* Demo bookings

## What You'll Need

<Steps>
  <Step title="Calendly Account">
    Sign up at [calendly.com](https://calendly.com) - free plan available!
  </Step>

  <Step title="Create Event Type">
    Set up what kind of meetings you offer
  </Step>

  <Step title="Get Your Link">
    Copy your Calendly scheduling link
  </Step>

  <Step title="A good initial prompt">
    Quick and easy setup!
  </Step>
</Steps>

<Tip>
  Here's a helpful video to get you started.
</Tip>

<iframe src="https://www.youtube.com/embed/V9TXrO5F1p8" title="YouTube video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

## Step 1: Set Up Calendly

### Create Account

1. Go to [calendly.com](https://calendly.com)
2. Click **Sign Up**
3. Create your account (free!)
4. Connect your calendar (Google, Outlook, etc.)

**Free Plan Includes:**

* Unlimited meetings
* 1 event type
* Basic integrations
* Email reminders

### Create an Event Type

1. In Calendly dashboard, click **Create**
2. Choose event type:
   * **One-on-One** - Meeting with one person
   * **Group** - Multiple people can join
   * **Collective** - Round-robin scheduling
   * **Round Robin** - Distribute across team
3. Fill in details:
   * **Name:** "30-Minute Consultation"
   * **Duration:** 30 minutes
   * **Location:** Zoom, phone, in-person, etc.
   * **Description:** What the meeting is about
4. Set your availability:
   * Which days you're available
   * Time slots
   * Buffer time between meetings
5. Click **Save & Close**

### Get Your Scheduling Link

1. Go to your **Event Types**
2. Click on your event
3. Copy the link (looks like: `calendly.com/yourname/30min`)

<Note>
  **Two ways to integrate:**

  1. **Simple:** Embed Calendly widget (no API needed!)
  2. **Advanced:** Use Calendly API for custom features
</Note>

## Step 2: Choose Your Integration Type

### Option A: Simple Embed (Recommended)

**Best for:** Most people - no API needed!

Just tell the agent:

```
I want to embed my Calendly scheduling widget.

My Calendly link: https://calendly.com/yourname/30min

Where to show it:
- On my "Book a Call" page
- [Or wherever you want it]

Make it look clean and professional.

Please set this up.
```

**The agent will:**

* Create a page with your Calendly widget
* Make it look nice and professional
* Ensure it works on mobile
* Add any styling you want

### Option B: Advanced API Integration

**Best for:** Custom features like showing availability in your app

**What you'll need:** Calendly API key

#### Get API Key

1. Go to [Calendly Integrations](https://calendly.com/integrations)
2. Scroll to **API & Webhooks**
3. Click **Get a token**
4. Generate **Personal Access Token**
5. Copy the token (in the format of `eyJ...`)

<Warning>
  **Keep this secret!** Don't share your API token publicly.
</Warning>

#### Tell the Agent

```
I need Calendly API integration.

Calendly API Token: [paste your token]

Features I need:
- Show my available time slots in the app
- Let users book directly
- Get notifications when someone books
- Show upcoming meetings list

Please set this up.
```

## Step 3: Tell the Agent What You Want

Choose the examples that match your needs:

### Example 1: Simple "Book a Call" Page

```
I want a "Book a Call" page with Calendly.

My Calendly link: https://calendly.com/yourname/consultation

The page should:
- Have a nice heading "Schedule Your Free Consultation"
- Show the Calendly widget
- Look professional and clean

Please set this up.
```

### Example 2: Multiple Meeting Types

```
I have different types of meetings to offer.

Calendly links:
- 15-min intro call: calendly.com/yourname/15min
- 30-min consultation: calendly.com/yourname/30min
- 1-hour deep dive: calendly.com/yourname/1hour

Create a page where users can:
- See all three options with descriptions
- Click the one they want
- Book that type of meeting

Please build this.
```

### Example 3: Embedded in Homepage

```
Add Calendly to my homepage.

My Calendly link: https://calendly.com/yourname/demo

Where to put it:
- In a section titled "Book Your Demo"
- Below the pricing table
- With a button "Schedule Now"

When they click, show Calendly widget in a modal popup.

Please set this up.
```

### Example 4: API Integration with Custom Features

```
I need advanced Calendly integration using the API.

Calendly API Token: [your token]

Features:
- Show my next available time slot on homepage
- Let users book without leaving my site
- Send me Slack notification when someone books
- Show list of upcoming meetings in dashboard

Please build this.
```

<Tip>
  **Most people use simple embed!** It's easier and works great. Only use API if you need custom features.
</Tip>

## Step 4: Test Your Scheduling

After setup:

<Steps>
  <Step title="Click Preview">
    In Emergent, click **Preview**
  </Step>

  <Step title="Find the Calendly Widget">
    Go to wherever you put it
  </Step>

  <Step title="Try Booking">
    Pick a time slot

    Fill in your details

    Click **Schedule Event**
  </Step>

  <Step title="Check Confirmation">
    Should see confirmation message

    Check your email for meeting details
  </Step>

  <Step title="Check Calendly">
    Go to Calendly dashboard

    See the booking in your scheduled events!
  </Step>

  <Step title="Cancel Test Booking">
    Don't forget to cancel the test meeting
  </Step>
</Steps>

## Common Questions

<AccordionGroup>
  <Accordion title="How much does Calendly cost?">
    **Free Plan:** Perfect for solo users

    * 1 event type
    * Unlimited meetings
    * Basic integrations

    **Essentials:** \$10/month

    * Unlimited event types
    * Group events
    * Workflows

    **Professional:** \$16/month

    * 6 users
    * Round robin
    * Salesforce integration

    Most people start with free!
  </Accordion>

  <Accordion title="Can I customize how it looks?">
    Yes! Tell the agent:

    ```
    Customize my Calendly widget:
    - Match my brand colors
    - Remove Calendly branding (requires paid plan)
    - Make it fit nicely on my page
    - Add custom text above/below it
    ```
  </Accordion>

  <Accordion title="Can people book multiple time slots?">
    Yes! Tell the agent:

    ```
    Let users book multiple appointments:
    - Show calendar for the month
    - Let them select multiple dates
    - Book all at once
    ```

    (This may require API integration)
  </Accordion>

  <Accordion title="What if I want notifications?">
    Calendly sends email notifications automatically!

    For custom notifications, tell the agent:

    ```
    When someone books on Calendly:
    - Send me SMS via Twilio
    - Post to my Slack channel
    - Add to my database
    - Send custom email
    ```
  </Accordion>
</AccordionGroup>

## Something Not Working?

### Widget Not Showing

**Tell the agent:**

```
The Calendly widget isn't appearing on my page.
I see an empty space where it should be.

My Calendly link: [paste your link]

Can you debug this?
```

### Link Not Working

**Tell the agent:**

```
My Calendly link seems broken.
Getting an error when people try to book.

Link: [paste link]

Can you check if the link is correct?
```

### Not Mobile Friendly

**Tell the agent:**

```
Calendly widget looks bad on mobile.
Can you make it responsive and look good on phones?
```

## Real Examples

### Example 1: Coaching Business

```
I'm a life coach and need appointment booking.

Calendly link: calendly.com/myname/coaching

My offerings:
- Free 15-min intro call
- 45-min coaching session
- 2-hour intensive

Create a page showing:
- All three options with prices
- Description of each
- Calendly widget for each type
- Testimonials
- FAQ section

Please build this.
```

### Example 2: SaaS Demo Bookings

```
I need demo scheduling for my SaaS product.

Calendly link: calendly.com/mycompany/demo

Flow:
1. User signs up for account
2. On welcome page, show "Book Your Onboarding Demo"
3. Embed Calendly widget
4. After booking, save meeting time to their user profile
5. Send reminder email day before

Please set this up.
```

### Example 3: Consultant Availability

```
I'm a consultant with complex scheduling needs.

Use Calendly API (token: [provide])

Features:
- Show my availability for next 7 days on homepage
- "I'm available: [date] at [time]" message
- Let clients request alternative times
- Automatically block out lunch breaks
- Sync with my existing calendar

Please build this.
```

## Advanced Features

Once basic scheduling works:

### Webhooks for Notifications

```
When someone books a Calendly meeting:
- Webhook should trigger
- Create record in my database
- Send me Slack notification
- Update dashboard with new booking

Set up Calendly webhooks.
```

### Pre-fill Meeting Details

```
When user clicks "Book Demo", pre-fill their info:
- Their name from their account
- Their email
- Company name
- Automatically pass this to Calendly

So they don't have to type it again.
```

### Payment Required

```
Require payment before booking:
- User selects time slot
- Goes to Stripe checkout
- After payment, then books on Calendly
- Confirmation shows meeting + receipt

Please integrate Stripe + Calendly.
```

***

## Calendly vs Google Calendar

<CardGroup cols={2}>
  <Card title="Calendly" icon="calendar-days" color="#0069ff">
    **Best for:**

    * Professional booking pages
    * Client-facing scheduling
    * Multiple meeting types
    * Easy for clients to book
    * No back-and-forth emails

    **Use when:** You want clients to self-schedule
  </Card>

  <Card title="Google Calendar" icon="google" color="#4285f4">
    **Best for:**

    * Personal calendar management
    * Team internal scheduling
    * Event reminders
    * Simple calendar display

    **Use when:** You just need calendar features
  </Card>
</CardGroup>

**You can use both!** Calendly syncs with Google Calendar automatically.

## Quick Checklist

Before going live:

* Calendly event type created
* Availability set correctly
* Calendar connected (Google/Outlook)
* Test booking works
* Email confirmations arriving
* Widget looks good on mobile
* Meeting location is clear (Zoom link, etc.)
* Buffer time set (if needed)

## Tips for Better Bookings

1. **Clear descriptions** - Tell people exactly what the meeting is
2. **Realistic time slots** - Don't overbook yourself
3. **Buffer time** - Add 15 min between meetings
4. **Confirmation emails** - Make sure they're enabled
5. **Easy to find** - Put booking link on multiple pages

### Pro Tips

**Add custom questions:**

```
Tell the agent to add these questions to Calendly form:
- What would you like to discuss?
- How did you hear about us?
- Any specific challenges?
```

**Set reminder emails:**

```
Make sure Calendly sends:
- Confirmation email immediately
- Reminder 24 hours before
- Reminder 1 hour before
```

**Use routing forms:**

```
Ask a few questions first, then route to:
- Sales team (if sales inquiry)
- Support team (if tech question)
- Executive team (if enterprise)
```

## Going to Production

### Update Your Links

1. Make sure your Calendly event is published
2. Test booking from your actual domain
3. Verify calendar sync is working
4. Check email confirmations are professional

### Branding (Paid Plans)

1. Remove Calendly branding
2. Add your logo
3. Use custom domain (like book.yourdomain.com)
4. Match your brand colors

## Remember

**Free plan is great** - Start with it!

**Simple embed works for most** - No API needed

**Syncs with your calendar** - No double bookings

**Professional appearance** - Clients love it

**Saves time** - No more email back-and-forth

**Mobile friendly** - Works on all devices

<Info>
  **Quick start:** Most people just need simple embed. Get your Calendly link and tell the agent where to put it. Done in 5 minutes!
</Info>

## Need Help?

### Common Issues

**"People can't book times"**

```
Check in Calendly:
1. Is your event type published?
2. Do you have availability set?
3. Is your calendar connected?

Tell agent: "Debug my Calendly - bookings not working"
```

**"Want to add more features"**

```
Tell the agent:
"I want to add [feature] to my Calendly integration.
Currently it's just a basic embed.
Can you add [what you want]?"
```

**"Need to change something"**

```
Tell the agent:
"Change my Calendly integration:
- Move it to [new location]
- Update the link to [new link]
- Change the styling to [description]"
```

<Tip>
  **Fastest setup:** Just embed your Calendly link. It takes 5 minutes and works great for 90% of use cases!
</Tip>