Calendly Events for Zoho Recruit

Application Installation

• Visit the Zoho Marketplace where you can find the extension Calendly Events for Zoho Recruit.

• Install the extension.

• Agree to the terms of service.

• Click on 'Install Now'.

• Click on 'Agree and Continue'.

• Select the Zoho Recruit users for whom the Calendly Events integration is to be installed.

• Click on the three dots at the panel on top.

• Select 'Calendly Settings' to proceed to the setup of the extension.

• Select the DC of your Zoho account.

• Click on 'Authorize Now'.

• Click on 'Accept' to complete Zoho authorization.

• Enter the Calendly personal access token.

• Click on 'Authorize' to authorize Calendly account.

Calendly scheduling software is now setup in Zoho Recruit.

Applications

Calendly Appointments with Contacts

• Go to any Zoho Recruit Candidate or Contact.

• Click on 'New Calendly Appointment' available on the drop-down at the right side.

• You can view all the Calendly agents within the organization.

• Select the Calendly agent to view the events of the selected agent.

• Select the Calendly event.

• Select the date, timezone and time for the appointment to be scheduled.

• Click on 'Confirm'.

• Enter the details required for booking the appointment.

• Click on Copy Candidate/Contact fields to view all field of the contact.

• Select any field from the drop-down to copy the value of the required field.

• This way you can obtain the values for the additional details to be entered.

• Click on 'Schedule Event' to book an appointment with the Zoho Recruit contact.

• You would now receive the confirmation for the appointment booked.

• View the details of the Calendly appointments booked under the Invited Events and To-Dos section within the contact.

Contact Appointment History

• Select 'Events History' within the application.

• You can now view the list of all the upcoming and past appointments scheduled along with the contact.

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

• You can also reschedule or cancel any upcoming appointment.

Calendly Dashboard

• Access the Calendly Dashboard from the drop-down at the panel on top.

• You can now view the complete history of Calendly appointments booked.

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

• Click on Show Past Meetings to view the completed appointments.

• Select any upcoming or past event to view the details of the event.

• You can reschedule or cancel any upcoming event.

• Click on Reschedule Event.

• You would now be redirected to the appointment rescheduling page.

• You can select the preferred date and time.

• Enter the details required.

• Click on Update Event.

• In order to Cancel an appointment, click on 'Cancel Event'.

• You would now be redirected to the cancellation page.

• Here you can enter the reason for cancellation.

• Click on 'Yes, cancel' to cancel the appointment.

• Search for any contact email id to view the upcoming and past meetings of a particular contact.

Booking Links

• Select 'Event Links'.

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

• Here you can access the link to the events page of the agent.

• Also, you can find the link on events.

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

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

• Copy and share the one time link with contact.

Real-time Notifications

• Within the integration, click on the bell icon to view the notifications of the Calendly appointments scheduled.

• Here you can view the latest and viewed Calendly appointments which would be differentiated for ease.

• Also, access the contact associated from the notification.

Extension Settings

• Select Calendly Settings from the drop-down to access the settings page of Calendly Events for Zoho Recruit.

• You can now view the extension settings page.

• Access the general features, admin settings and advanced settings of the integration.

Incoming Events

• Select Incoming events sync.

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

• Candidates/Contacts would be created in Zoho Recruit for appointments booked by non-existing contacts.

• Enable 'Ignore events from NEW customers' to prevent appointments from non-existing contacts from being recorded.

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

• Enable the events you wish to receive incoming from.

• Disable the events you do not wish to receive incoming from.

• Under User Mapping, you can view the list of the Calendly events present within the Calendly organization.

• Under Zoho Recruit user select the Zoho Recruit user corresponding to each Calendly agent from the drop-down.

• This way the incoming Calendly events can be received by the appropriate Zoho Recruit user.

Manage Calendly Users

Admin account

• The Zoho Recruit admin can allow users to use their Calendly account.

• On the extension settings page, select 'Manage App Users'.

• You can now view the list of Zoho Recruit users.

• Add the users to enable them to use your authorized Calendly account.

• You can also remove users from this feature when required.

User Account

• The user can now view the invite sent by the admin on the Calendly Settings page.

• Accept the invitation from the admin.

• During the Calendly authorization process, the user must click on the admin account.

• Calendly would be authorized directly and the user can use the shared Calendly account.

Calendly Tab

• Select 'Open in New Tab'.

• You can now access the extension at all time in a separate tab.

Application Analytics

• Select 'App Usage Analytics'.

• You can now view the statistics of the usage of Calendly Integration for Zoho Recruit.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' and click on 'Reset'.

• All the data of Calendly Events for Zoho Recruit would now be deleted.

Use the Calendly scheduler to manage your calendar.

Pricing