Calendly Events for Airtable
About
Airtable is a Customer Relationship Management software that acts as an account - management tool and assists in marketing and sales growth. It helps to automatically trace calls, emails and synchronize them with tasks.
In the digital world, an online appointment has made everything easier. Calendly is a cloud-based appointment scheduling software that enables owners to manage their online appointments. The application Calendly Events for Airatble helps manage appointments with clients online and provides a real-time update regarding the appointments inside the CRM itself.
Pre - requisites for application installation
Should have Airtable CRM account
Should have Calendly account (Professional account is mandatory)
Features
Schedule appointments with clients from Airtable
Receive new client appointments inside Airtable
View the upcoming and past events inside Airtable
View the appointment status inside Airtable
Re-schedule or cancel the event from Airtable
Application Installation
Step 1: Go to the Airtable marketplace and search for the application "Calendly Events for Airtable". Click the Install now option to install the app in the Airtable.
This is the installation of the application "Calendly Events for Airtable".
Application Configuration
Step 1: Go to any of the tables and open the extension. Click "Authorize" to authorize your Calendly account.
Step 2: Log in to your Calendly account and under integrations, click the "API and Webhooks" option to create a new access token.
Step 3: Enter the token name and create a new token.
Step 4: Once a token is created, copy the new token. Paste the same in the space provided and authorize the account.
This is the configuration of the application "Calendly Events for Airtable".
Application Working
1) Book new appointment from Airtable
Once the configuration is done, you can view the Calendly events with easily accessible options. They are:
New Appointment - Book a new Calendly appointment with the person
Events History - View the Upcoming and Past events of the person
Event links - Get the Calendly event booking link
Step 1: For booking a new appointment with the person, Select the "Person " you want to schedule the event.
Step 2: Click on Book Now.
Step 3: Set the Date and Time according to your requirements.
Step 4: Select the convenient date and time and click on the "Next" option.
Step 5: Enter the required details of the event and click the "Schedule Event" option.
Step 6: Once done, you will get notified about the booked meeting confirmation.
Step 7: Once the meeting is booked, the same will be recorded under the "Events History" section, under the "Upcoming meetings"
2) Get the Calendly events booking link inside Airtable
Step 1:Click on the Event Links.
Click the "Get single-Use link" option to get the event booking link.
Step 2: Click the "Copy single-use link" to copy the event booking page and share it with anyone to book an appointment with you.
3) View the event details inside Airtable
Go to any Event History Section in Airtable and Click on the booked event. Now, you could view the complete details of the events. Example: Name of the event, invitee and assignee email, time zone, event start time and end time etc.,
You also have the option to either re-schedule or cancel the event.
4) Reschedule or Cancel the event from Airtable
Step 1: Click any of the events you want to re-schedule or cancel from the left panel and use the "Reschedule Event" or "Cancel Event" option to do the same.
Once you click any one of the options, provide the reason for either rescheduling or canceling the event and proceed accordingly.
Step 2: Once you have done this, you can view the status of the event as "Canceled" for the event at the right side.
Additional features
View the authorized Airtable account and Calendly account
Click the profile picture at the top right.
You can view your authorized Airtable account and Calendly account. You can click either the "Re-Authorize Airtable" option or the "Re-authorize Calendly" option to re-authorize the respective accounts.
Hence, this is the overview and working of the extension "Calendly events for Airtable".