Article Overview
Many companies are designed to function with a setter-closer model and need to have the capability to assign other's appointments. One of the ways for user to assign appointments to other users can be done by building a SalesRabbit Calendly Connector to a Calendly account. Calendly is an automated scheduling software that allows your reps to assign appointments to closers.
Benefits include:
- A free basic Calendly plan.
- The service only shows available slots rather than the full calendar.
- Email confirmation for the customer.
- Buffers for the Closer, allow travel time around set appointments.
- Scheduling link access is embedded in the SalesRabbit mobile app and accessible from the lead's detail page.
Note: There are benefits to using a paid Calendly plan, but it's possible to connect individual reps' calendars while using the free plan.
Part 1: Setting Up a Free Calendly Account
This part will demonstrate how to create your own free basic Calendly account. In this account, you'll create a event to use for scheduling.
Note: each individual that needs to have appointments made for them by other people will need to set up their own Calendly.
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Go to Calendly to create your free Calendly account.
- Note: for information on Calendly's Plan Types (Standard, Team, Enterprise).
- If creating a new account, you'll be presented with options to connect your desired calendar and set your availability. If you already have an existing Calendly account, continue to Part 2 of this article.
- After verifying your account email, you'll be asked to connect the calendar you'd like to use for appointment scheduling.
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- You'll then be asked to set your availability. Select the days/hours you are available for appointments to be scheduled. Also select your time zone!
Part 2: Adjust Your Appointments
This part will demonstrate how to adjust availability for your Calendly Event Type.
- Select "Scheduling" in the left hand menu.
- This page will display a list of all your "Event Types". To edit your new event, click the three dots within the event -> click "Edit".
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In the right hand pop-out, you'll be able to edit the duration, location, and availability for this event.
- Rename: rename your event by clicking on the event name.
- Duration: change the length/time for the scheduled appointment.
- Location: adjust where the meeting will take place. You can leave this option blank, since most appointments will take place at the lead's location.
- Availability: adjust which days/times you're able to accept appointments. Additionally, select how far into the future and how much notice you'd like to have.
- Click "Save Changes" to apply your event settings.
- Next, select "Copy Link" to start working on your SalesRabbit Calendly Connector in the next article!
Part 3: View Landing Page
This part will demonstrate how to view the landing page and see what your customer/rep will experience when using the booking page to verify that it's functioning to your liking.
- Toward the upper right side, click the blue "View Landing Page" link.
- Select one of the available dates and create a test invite to experience the step-by-step process the potential customer/SR user will take.
Pro Tips
- Check out Calendly's other plans for access to other capabilities like a Round Robin event type.
- This page is maintained not Calendly. If you find the information on this page is outdated, please visit Calendly's Getting Started Guide for the most recent information.