Search

Scheduling Appointments via a Calendly Connector

  • Updated

Article Overview

This article will demonstrate how to access a Calendly Scheduling link that's been set up as a Connector from the SalesRabbit Mobile App. Calendly scheduling links will only appear as an option in the mobile if they have been set up in the Web App.

Part 1: Accessing a Calendly Connector (iOS)

This part will demonstrate how to access a Calendly Connector link from the SalesRabbit iOS mobile app.

  • From the SalesRabbit mobile app, navigate to the "SalesHub" -> select on a lead that you'd like to schedule an appointment for using your set up Calendly Connector.
  • After selecting the lead, click on the pencil "Edit" icon.

Movie_Recording.png

  • Fill out the necessary lead information on the lead details page -> click on the s-shaped "Connector" icon in the upper right corner to access the connector.
    • Note: if you have multiple connectors set up, you'll be able to access them here.

Movie_Recording.png

  • Select the Date/Time you'd like to schedule to appointment for.

Movie_Recording.png

  • If you have proper parameters set up on your Connector URL, the lead information will populate into their appropriate fields.
    • Note: phone number is something that cannot be set up as a parameter. Users will have to fill out a phone number field manually.
  • Scroll to the bottom of the booking page -> click "Schedule Event".
  • That event will now appear on the Calendly calendar along with the lead detail information.

Movie_Recording.png

Part 2: Accessing a Calendly Connector (Android)

This part will demonstrate how to use a set up Calendly Connector from a the SalesRabbit Mobile App on Android devices.

  • From the "SalesHub", select the lead you'd like to schedule an appointment for using the Calendly Connector -> select the "Edit" icon.

Window.png

  • Enter in the lead information (first name, last name, email, notes...).
  • Select the "Connector" icon in the upper right corner to access your connectors.

Window.png

  • Select the Day/Time you'd like to schedule an appointment for.

Window.png

  • If you have parameters set up properly, lead information will populate their designated Calendly fields on the booking page.
  • Click "Schedule Event" to complete your appointment scheduling!

Window.png

 

Pro Tips

  • These videos have no audio. They are intended to be a visual example:

 

Was this article helpful?

1 out of 1 found this helpful

Have more questions? Submit a request