What This Does #

Allows your bot to automatically schedule appointments, demos, and meetings using your Calendly account.

When to Use This #

• You want to let customers book meetings or consultations
• You offer demos or sales calls
• You provide services that require appointments
• You want to automate scheduling without human intervention

Step-by-Step Instructions #

1. Access Calendly Action
   • Navigate to Actions
   • Find the “CALENDLY” section
   • Click “Add to list” to enable the integration

1. Connect Your Calendly Account
   • Click the “Connect” button
   • You’ll be redirected to Calendly
   • Log into your Calendly account
   • Authorize Chatbotbuilder to access your calendar

1. Select Account and Calendar
   • Choose which Calendly account to use
   • Select the appropriate calendar
   • Pick the event type customers should book

1. Customize the Button
   • Choose what text appears on the booking button
   • Default is “Book a slot”
   • Examples: “Schedule Demo”, “Book Consultation”, “Reserve Time”
2. Set Trigger Conditions
   • Define when the booking option should appear
   • Examples: after lead qualification, when users ask about meetings
   • Test to ensure it appears at the right time

• Make sure you click on Publish to save the changes.

Best Button Text Examples #

For Sales:

• “Schedule Your Demo”
• “Book Free Consultation”
• “Get Your Custom Quote”
• “Schedule Sales Call”

For Support:

• “Book Support Call”
• “Schedule Technical Help”
• “Get Expert Assistance”
• “Book Troubleshooting Session”

For Services:

• “Schedule Appointment”
• “Book Your Session”
• “Reserve Time Slot”
• “Schedule Consultation”

When to Trigger Calendly #

After Lead Qualification:

• User provides contact information
• Shows genuine interest in product/service
• Asks about pricing or demos
• Mentions timeline for implementation

For Complex Issues:

• Bot cannot resolve technical problem
• User needs personalized assistance
• Issue requires screen sharing or detailed help
• Customer specifically requests human contact

Sales Process:

• Prospect is qualified and interested
• User asks about custom solutions
• Ready to discuss enterprise options
• Wants to see product demonstration

Best Practices #

• Only offer scheduling to qualified prospects
• Make sure your Calendly is properly configured with:
  • Clear meeting descriptions
  • Appropriate time slots
  • Confirmation emails
  • Preparation instructions

Integration Benefits #

• Automatically books meetings without human intervention
• Reduces back-and-forth scheduling emails
• Captures leads at the moment of interest
• Provides seamless customer experience
• Syncs with your existing calendar

Troubleshooting #

• Button not appearing? Check trigger conditions
• Wrong calendar showing? Verify Calendly account selection
• Customers can’t book? Check Calendly availability settings
• Connection issues? Try reconnecting your Calendly account

Tips for Success #

• Keep your Calendly calendar updated with accurate availability
• Write clear meeting descriptions so customers know what to expect
• Send confirmation emails with preparation instructions
• Follow up promptly after meetings are booked
• Monitor booking rates and adjust triggers if needed