Calendly Events for Slack

Installation

• Find the Calend Meet integration within the Slack App Directory.

• Click on 'Add to Slack'.

• Click on 'Allow' and authorize Slack.

• Enter the Calendly Personal Access Token.

• Authorize the Calendly account.

Calendly has now been integrated to your Slack account.

Applications

Schedule Events

• Select the Calendly agent to book the appointment.

• Select the Calendly event.

• Select the date, time and time-zone for booking an appointment.

• Enter the booking details.

• Schedule Calendly appointment.

• Receive the confirmation for the appointment booked.

Calendly Channels

• Within the Slack account search for 'calendly_' to view the list of Calendly channels created.

• Select the required Slack channel.

• Click on 'Join channel'.

• You can now view the updates regarding the appointment within the particular channel.

Event Updates

• Receive the updates of the Calendly appointments booked within your preferred Slack channel.

Calendly Appointments

• Select 'Events History'.

• Here you can view the list of all the Calendly appointments booked.

• Select any Calendly agent to view the appointments of the particular agent.

• Search for an email id to view the appointments with a particular contact.

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

• Click on 'Reschedule' to modify the appointment.

• Select the date and time to be rescheduled.

• Enter the reason for rescheduling.

• Click on 'Update event'.

• Click on 'Cancel' to cancel the appointment.

• Enter the causes for cancellation.

• Click on 'Yes, cancel'.

Calendly Booking Links

• Select 'Event Links'.

• Select the Calendly agent whose link you wish to access.

• 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.

Real-time Notifications

• Click on the notification icon within the application.

• Here you can view the latest Calendly appointments booked.

• You can also access the viewed notifications.

Extension Settings

• Click on the Ulgebra profile within the application to access the settings.

Calendly Tab

• Select 'Open in New Tab' to access the extension at all times in a separate tab.

Manage Calendly Users

• The Slack admin can allow users to use a single Calendly account.

• Select 'Manage App Users'.

• Here you can view the list of Slack users.

• Click on 'Add' to allow the user to use your Calendly account.

• Click on 'Remove' to disable the feature for the user.

• You can also 'Add all' or 'Remove all' users.

• The Slack user who has been added by the admin can view the invitation on the application settings page.

• Click on the invitation to accept the invite.

• Select the admin account to complete authorization.

Incoming Events

• Select 'Incoming events sync'.

• Enable 'Capture incoming events' to receive Calendly events booked into Slack.

• You can select the option to create new channels or opt for no channels to be created for Calendly events booked.

• In case new channels are to be created, select if the channels are to be created based on the email id of the contacts or for the Calendly events available.

• Receive a message for Calendly appointments booked within Slack.

• Select the Slack channel to which you wish to be notified.

• Enable 'Ignore events from NEW customers' to prevent new channels to be created for non-existing contacts.

• You can view the list of Calendly events available.

• Enable the events from which you wish to receive incoming events and disable events from which you do not wish to receive incoming events.

App Analytics

• Select 'App Usage Analytics'.

• Here you can view the analytics of the usage of the application.

Reset Integration

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Click on 'Reset'.

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

Pricing