Connecting Calendly

Connecting Calendly lets you send booking links to clients directly from the meeting scheduler, instead of locking in a fixed time yourself. Once a client books, the meeting is created in Prospo automatically.

Calendly is connected per user. Each team member connects their own Calendly account independently.

Before you begin

• You need a Calendly account with at least one event type set up.

Connecting Calendly

1. Go to Settings - Integrations.

2. Find Calendly and click Connect.

3. You will be redirected to Calendly to authorise the connection.

4. Once authorised, you are returned to Prospo. Calendly is now connected.

[SCREENSHOT]

Using Calendly in the meeting scheduler

Once connected, you can use Calendly when scheduling a meeting:

1. Open the meeting scheduler from the dashboard or a client profile.

2. Switch the scheduling method from Manual to Calendly.

3. Select the Calendly event type from the dropdown.

4. Click Send Invitation.

Prospo emails the booking link to the selected contacts. Once they choose a time, the meeting is automatically created in Prospo.

Disconnecting Calendly

1. Go to Settings - Integrations.

2. Find Calendly and click Disconnect.

Disconnecting removes the integration for your account only. Existing meetings already created via Calendly are not affected.