Installation

• Visit the Zendesk Marketplace to access the application Calendly Events for Support.

• Click on 'Install'.

• Select the Zendesk account to add the application to.

• Enter the Calendly Personal Access Token.

• Install the Calendly for Zendesk Support app.

• Click on the Calendly icon at the panel on the left to access the application.

• Enter the Zendesk account domain.

• Click on 'Authorize Now' to authorize your Zendesk account.

• Calendly has now been integrated into your Zendesk account.

Applications

Customer Appointments

• Go to any Zendesk Customer.

• Access Calendly Events for Support within the Apps section on the right.

• Select the Calendly agent to book an appointment for.

• Select the Calendly event.

• Select the date of the appointment.

• Select the time to book the appointment.

• Enter the booking details.

• Copy any of the contact fields available.

• Schedule the Calendly appointment.

• Receive the booking confirmation and access the appointment ticket created.

Calendly Tickets

• Access the Calendly appointment tickets to view the booking details.

• Also, access the Calendly app within the ticket under Apps.

• Select the Calendly agent to schedule appointment.

• Select the Calendly event.

• Select the date of appointment.

• Select the time of appointment.

• Enter the booking details.

• Schedule the Calendly appointment.

Calendly Dashboard

• Click on the Calendly icon at the panel on the left to access the Calendly Dashboard.

• Here you can schedule a Calendly appointment for any agent.

• Select Events History to view the History of all the Calendly appointments.

• View the Calendly appointments history of a particular or all Calendly agents.

• Search for any email id to view the appointments of a particular contact.

• Select any appointment to view the booking details.

• You can also modify the appointment here.

• Click on Reschedule Event.

• Select the date and time to reschedule.

• Enter the reason for scheduling.

• Update the event.

• In order to cancel the appointment, click on Cancel Event.

• Enter the reason for cancellation.

• Click on 'Cancel Event'.

Calendly Booking Links

• Click on Event Links.

• Select the Calendly agent to obtain the booking link.

• Click on 'Open' to access the Calendly event.

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

Real-time Notifications

• Click on the bell icon to access the Calendly notifications.

• Here you can view the read and unread notifications.

• Click on 'Enable Now' to access the desktop notification settings.

• Enable desktop notifications.

Extension Settings

• Click on your Ulgebra profile to access the settings page.

Calendly User Management (For Admin)

• The Zendesk Support admin can allow multiple users to utilize the organization Calendly account.

• Select 'Manage App Users'.

• You can now view the list of Zendesk Support users.

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

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

Incoming Events

• Select 'Incoming events sync'.

• Enable 'Capture incoming events'.

• Tickets would be created in Zendesk Support for new Calendly events.

• Select the Zendesk Support department to create Tickets in.

• In case you do not wish new customers to be created, enable the option 'Ignore events from NEW customers'.

• You can also view the list of Calendly events available within your organization.

• Enable the events to receive incoming meetings from.

• You can also map the Zendesk Support users to the respective Calendly users.

• Adjacent to each Calendly user, select the appropriate Zendesk Support user from the drop-down.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Reset the application.

Pricing