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How to Connect Calendly

Written by Nikita Podelenko

Connect Calendly so your receptionist can book your Calendly event types while the caller is on the phone.

Before you start

  • A paid Calendly plan (Standard or higher). Calendly only allows outside booking on paid plans. On the free plan you can connect, but bookings will fail, and we'll email you about it.

  • At least one event type in Calendly.

  • An active SkipCalls subscription.

Connect Calendly

  1. In the web dashboard, open Tools & Setup → Appointments and switch to the Booking systems tab.

  2. Click Connect calendar and choose Calendly.

  3. Sign in to Calendly in the window that opens and click Authorize.

Your event types now appear in the Booking systems list, each as its own entry. In the mobile app, choosing Calendly opens the web dashboard so you can finish there.

Choose which receptionists can book

  1. Find the event type and click Manage.

  2. Tick each receptionist that should book it and click Save changes.

  3. Make a test call and book an appointment.

Different meeting types (Zoom, phone, Google Meet)

SkipCalls uses the location set on each Calendly event type. If the event uses Zoom or Google Meet, a video meeting is booked. If it's a phone call, a phone call is booked.

  1. In Calendly, create one event type per meeting type, for example "30 Min Zoom Meeting" and "30 Min Phone Call".

  2. In SkipCalls, assign both event types to your receptionist with Manage.

  3. Give them clear names so your receptionist picks the right one from what the caller asks for.

Good to know

  • Email is required. Calendly needs the guest's email to book, so your receptionist will ask the caller for it.

  • Hours and length live in Calendly. Availability, time zone, and duration come from your event type. Change them in Calendly. You can still add booking rules on the receptionist's Booking tab.

Troubleshooting

  • Bookings fail: check that your Calendly account is on a paid plan.

  • New event types missing: under Connected accounts, click the sync button next to your Calendly account.

  • Reconnect notice: click Reconnect at the top of the page and sign in again.

  • Sign-in window didn't open: allow pop-ups for SkipCalls in your browser.

For all booking settings and how booking works on a call, see Appointment Booking: Connect Your Calendar So Your Receptionist Can Book.

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