What is Calendly?
Calendly is a very popular app for scheduling appointments, meetings and events. Its goal is to eliminate the problematic back and forth of scheduling appointments. Instead of email chains and phone tag, you can send your availability with a Calendly link (even if the people booking time with you do not use Calendly). Visitors also add contact information and relevant notes.
How to get started with Calendly & Chatagents.com.
If you do not already have a Calendly account, go to
https://calendly.com/app/signup and enter your email address to get started.
Tip: When you sign in with your Google account, your Google calendar will automatically be connected to Calendly.
Once you have a Calendly account and have completed the basic profile setup, you should see the main dashboard.
In order to schedule appointments with Calendly on your behalf, our agents will need access to your Calenly's calendar link. All we need is the direct link to your booking calendar. The following steps show how to retrieve your direct calendar link and share it with us.
Log in to your Calendly account and go to the "Share your Link" page by clicking on your profile picture in the top right corner:
Copy your calendar link. When you give our agents access to your public Calendly calendar link, they can book appointments on your behalf and you can still manage them on your end.
Note: When you create your Calendly account, your time zone is automatically detected and set for your account. To ensure that our agents schedule meetings in your correct time zone, please lock your Calendly time zone settings in your event types.
Example: If you are in New York and are available for a meeting at 11am, our chat agent who is in the Philippines will see event times in their local time zone in your calendar and could accidentally schedule a meeting for 11pm. So locking your time zone will ensure that they are booking events at the right time.
How to lock your timezone
Go to calendly.com > Home > Event Types and click the settings gear in your Event Type:
Click on "When can people book this event?":
Scroll down and click on "Additional rules for your availability".
Select the radio button "Lock the timezone", save and close.
That's it. Now everyone who visits your calendar page will see the event times in your local timezone.
You will need to do this for all your event types.
How to send your Calendly calendar links to Chatagents.com
Please share your appointment booking link by logging into your Chat Agents account integration page. To do this, go to https://my.chatagents.com/ in your Chat Agents dashboard and go to "Integrations", which should open https://my.chatagents.com/integrations.
Once you are there, search for Calendly and check the "Activate" box.
Then click on the "help icon" next to activate and a form should open.
Paste the links you copied for the Calendly calendar and any message or special instructions you want to send to our chat agents into this form.
Once you do that, our support team will set it up, usually within 24 hours. Once setup, our chat agents would now start scheduling appointments, either by sharing the link with chat visitors so they can book an appointment with you, or by asking for the details and scheduling your appointment for them.
If you have any questions or need help integrating Calendly or other apps with your Chat Agents account, please contact us through the help section under your Chat Agents dashboard – we’ll be happy to do it for you, at no additional cost.