Calendly for monday.com

• Select the monday.com workspace to install the application in.

• Click on 'Install'.

• Select the feature 'Calendly Main Board'.

• Click on 'Next'.

• Select monday.com workspace to add the feature to.

• Click on 'Add feature'.

• Under the 'Calendly Main Board', select 'Calendly Contacts'.

• Access the Calendly Settings view.

• Enter the monday.com domain.

• Click on 'Authorize Now'.

• Authorize the monday.com account.

• Enter the Calendly Personal Access Token.

• Authorize the Calendly account.

• We now have to configure the incoming Calendly events into monday.com.

• Select 'Incoming events sync' to access the incoming Calendly setup.

• Enable 'Capture incoming events' to sync your Calendly events with monday.com.

• New contacts can be created for events scheduled by non-existing customers.

• Select the board to which the new contacts are to be added.

• Select the 'Calendly Contacts' board or any custom board based on your requirements.

• The contacts can be synced using their email id or phone number.

• Select the email or phone column from the drop-down.

• In case you do not have an existing email column, click on 'Create new EMAIL column'.

• Enter the name of the column to be created.

• Click on 'Create Column'.

• In case you do not have an existing phone column, click on 'Create new PHONE column'.

• Enter the name of the column to be created.

• Click on 'Create Column'.

• Select the column to which the email id of the contact is to be added.

• Select the column to which the phone number of the contact is to be added.

• All Calendly events created can be added to the 'Calendly Appointments' board or any custom board based on your requirements.

• In case you do not wish for new contacts or events to be created in monday.com for non-existing customers, enable the option 'Ignore events from NEW customers'.

• You can view the list of Calendly events of all the Calendly agents.

• Enable the events from which the incoming meetings are to be synced.

• Disable the events from which you do not wish to sync the incoming meetings.

• Also, map the incoming Calendly fields to the monday.com fields.

• Map the Calendly users to the respective monday.com users.

• Under 'Calendly User' you can view the list of users within the Calendly organization.

• Under 'MONDAY User' select the monday.com user from the drop-down adjacent to each Calendly to sync the events.

Calendly has been setup in monday.com.

Applications

Calendly Contacts

• Access the Calendly Contacts board to view the contacts created due to incoming Calendly events.

• Click on the conversations icon to view the details and updates of the meetings with the contact.

Calendly Meetings Board

• Access the Calendly Appointments board to track the Calendly events.

• Click on the conversation icon to view the details of the event.

Real-time Notifications

• Click on the bell icon at the panel on the left side to view the notifications.

• Click on the notification to view the booking details.

• You can receive instant notifications within the application.

• Click on the bell icon to view the Calendly notifications alone. 

• Access the associated contact from the notifications itself.

Booking Links

• Within the application access Event Links.

• Here you can view the list of Calendly events of each agent.

• Click on 'Open' to access the booking link.

• Click on 'Get single-use link' to obtain a one-time link.

• Copy the single-use link and share it with the required contact.

Advanced Features

Calendly Meetings of a Contact

• Create and view Calendly events of any contact.

• Access Apps from the panel on the left.

• Click on 'Installed Apps'.

• Select Calendly Events.

• Under App Features, select 'Calendly Meetings of a Contact'.

• Click on '+ Add to board'.

• Select the monday.com workspace and board containing the contacts.

• Click on 'Add feature'.

• Go to the board that the feature has been added to.

• Open a contact.

• Access 'Calendly Meetings of a Contact'.

• Select the Calendly agent with whom the meeting is to be scheduled.

• Select the Calendly event.

• Select the date and time to schedule the meeting.

• Click on 'Confirm'.

• The contact details available would be added automatically.

• Enter the required booking details.

• Schedule the event.

• Receive the confirmation for the booked event.

Calendly History of Contact

• Within the application, select 'Events History'.

• Here you can view the upcoming and past meetings of the particular contact.

Calendly Meetings - List View

Access the history and details of all your Calendly meetings within monday.com within any board or add the Calendly widget to your preferred monday.com dashboard.

• Select the monday.com workspace.

• Select the board within the workspace to which the feature is to be added.

• Click on 'Add feature'.

• Within the selected board, you can now access 'Calendly Meetings - List View'.

• View the history of all the Calendly meetings scheduled.

• Select any Calendly agent to view the meetings of a specific agent.

• Search for an email id to view the meetings of a specific contact.

• Select any event to view the details of the event.

• You can also modify any upcoming event.

• Select 'Reschedule event'.

• Select the date and time to reschedule the appointment.

• Enter the required details.

• Click on 'Update Event'.

• Click on 'Cancel Event'.

• Enter the cause for cancellation.

• Click on 'Yes, cancel event'.

Dashboard Widget

• Under App Features, select 'Calendly Meetings - List View'.

• Click on '+Add to dashboard'.

• Select the monday.com workspace and dashboard.

• Click on 'Add feature'.

• Access the dashboard to which you have added the feature.

• Click on 'Connect boards to get started'.

• Select the board you wish to connect.

• Click on 'Done'.

• You can now access the Calendly history panel within the dashboard.

• Click on Fullscreen if required to access the application.

Application Settings

• Access Calendly Settings view within the Calendly Contacts and Calendly Appointments board.

Application Tab

• Select 'Open in New Tab'.

• You can now access the application at all times in a separate tab.

Calendly Users Management

• The monday.com admin can allow the users to utilize the Calendly organization account from monday.com.

• Select 'Manage App Users'.

• Here you can view the list of monday.com users.

• Add the users who are to use the Calendly organization account.

• You can also remove the users when required.

• Add all and remove all users as well. 

• The user added by the admin can now view the invitation from the monday.com admin on the Calendly Settings page.

• Accept the invite.

• Select the admin account to authorize Calendly.

Field Mapping

• Click on 'Fields Mapping for Sync' to map the fields of the incoming Calendly events to the monday.com fields within the required board.

• Click on '+Create New Field Mapping'.

• You can also edit, duplicate or delete an existing field mapping.

• Enter the name of the field mapping to be created.

• Select the Calendly event for which the field mapping is to be created.

• Select the monday.com board to which the field mapping is to be applied.

• Create an incoming Calendly booking for the selected event with respect to which the fields are to be mapped.

• Select the incoming event.

• You can now view the list of monday.com fields associated with the board.

• Adjacent to each field you can enter a custom value or select an incoming field from the drop-down.

• Adjacent to Name, select the name field of the contact.

• Adjacent to 'Match existing item using phone column' click on 'Show Available Values' to view the picklist values available.

• Enter the picklist value from the drop-down, i.e, phone, within the space provided.

• Similarly, enter the picklist value for 'Match existing item using email column', i.e, email, within the space provided.

• Select the Calendly fields for each of the monday.com fields.

• Adjacent to Status, enter the picklist value based on the status required.

• Click on 'Save Field Mapping'.

Application Usage

• Select 'App Usage Analytics'.

• Here you can track the usage of Calendly Events for monday.com.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Click on 'Reset'.

• All the data of the application would now be deleted.

Thus, simply appointment booking from monday.com using Calendly.

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