Calendly

Action block allows to setup the integration with third party tool for scheduling appointments using chatbot

Available on the GOLD plan and above

What is Calendly?

Calendly is a popularly used appointment booking tool. Using Calendly, your prospects/customers can easily look at your availability and book a meeting for a time that you are available.

Thereby, eliminating all the effort involved in the logistics of setting up a time slot and sending out the calendar invites.

How do I configure my Calendly account?

There are two ways through which you can connect your Calendly account with Cataleya;

1. Through App Market: To connect your account through App Market, you can go to 'App Market -> Calendly -> Accounts -> Add Account'

2. Using 'Calendly' action block: Or you can simply add the action block in the bot flow and click on 'Add Account'

How do I set it up?

To set up the Calendly account and integrate with your chatbot, you can follow the following steps;

• Add an action block on canvas by clicking on '+'

• Choose 'Calendly'

• Double click on 'Calendly' block to configure it on the right panel

  • Authorize 'Calendly' account: Authorize your 'Calendly' account by clicking on 'Connect your Calendly account' so that Cataleya can access Calendly to book appointments on your behalf.

  • Select Event: Select the event that would be displayed to the visitor to book an appointment. All the available slots of this event will be displayed.

• Define 'Success' or 'Failure' message