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Calendly block

Jonathan Goodfellow Updated by Jonathan Goodfellow

The Calendly block lets a user book a meeting with you without leaving the conversation, using the availability in your connected Calendly account. The user picks a slot inside the agent, and the booking appears in your Calendly account straight away.

πŸ’¬ The Calendly block is compatible with Web only. The Calendly block does not work on WhatsApp or Facebook Messenger.

πŸ“Œ The Calendly block is available on the Pro and Business plans.

🎬 Watch the Academy video tutorial for a walkthrough of the full setup.

What you need before you start

You need a Calendly account to use the Calendly block. If you do not have one, create a Calendly account and then connect it to Landbot.

⚠️ Your Calendly username must be fewer than 30 characters. The Calendly block does not support longer usernames.

How to connect the Calendly block to your Calendly account

1️⃣ Add the Calendly block to your flow.

2️⃣ Click the Calendly block to open the block editor on the left of your screen.

3️⃣ Click Connect Now and log in to Calendly when you are redirected.

4️⃣ Select the Meeting Length, or select Show all events to let the user choose the length of the meeting.

How to customize the meeting invitation

The Calendly block shows the user an invite message and two buttons, and you can change the text of all three under Customize the invite:

● Invite message β€” the message that invites the user to book a meeting

● Button text β€” the label on the button the user clicks to book the meeting

● Skip text β€” the label on the button the user clicks to skip the block

How to pass a user's name and email to Calendly

The Calendly block asks the user for their name and email before booking, and sends both to Calendly so the scheduling form arrives pre-filled. Turn this on under User's Data Fields in the block editor.

You can also store the name and email in Fields, so the rest of your flow can use them.

How to send answers to other Calendly invitee questions

The Calendly block can send answers to the extra invitee questions on your Calendly event, using values already stored in Fields. Click Add Question Field in the block editor and select the Field that answers each question.

⚠️ The Fields must be in the same order as the questions on your Calendly event. A mismatched order sends the wrong answer to each question.

How to save meeting details in Fields

The Calendly block can save details of the booked meeting into Fields, including the Event Type and the meeting's start time and end time. Click Create next to each one to create the Field that stores it.

What the Event booked and Event canceled outputs do

The Calendly block has two outputs, and your flow must connect both of them:

● Event booked β€” the path for users who successfully booked a meeting

● Event canceled β€” the path for users who skipped the block instead of booking

πŸ“Œ The Event canceled output covers users who skipped the block. It does not cover users who booked a meeting and later canceled it in Calendly.

Where to find meetings booked through your agent

Meetings booked through the Calendly block appear on your Calendly page, and Calendly emails you the details of each booking. Landbot does not store the meeting itself β€” only the details you saved into Fields.

How to add booked meetings to your Google Calendar

Connect Google Calendar inside Calendly, not inside Landbot, and meetings booked through your agent appear in your Google Calendar automatically. The steps below happen in your Calendly account:

1️⃣ In Calendly, go to Integrations and Apps

2️⃣ Select Connect next to Google Calendar. To add another account, select + Connect calendar account and choose Google Calendar.

3️⃣ Sign in to your Google account when prompted.

4️⃣ Choose which calendars Calendly checks for conflicts, and which calendar Calendly adds events to.

πŸ“Œ If you signed up for Calendly with a Google email address, your Google Calendar may already be connected.

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