If you are running events or sessions that people have to book for, it can take a lot of back-and-forth with your customers to organise a time that is convenient and book it for them. This can be avoided by adding the Calendly plugin to your website.
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Calendly is a simple solution for automating bookings on your website. Their plugin allows your users to browse through a calendar of selected dates and see your availability across them so that they can book in at a time that is ideal for both them and you.
The plugin cleverly works with your own online schedule. If you are using an app like Google Calendar already, Calendly will assess what you have booked on any given day and make sure that no appointments made through their system collide with anything else.
You will need to have set up an online calendar for scheduling your events. We recommend using Google Calendar and setting up Calendly through your business Google Account. This makes the setup much more straightforward.
Connect your Google account
Grant permission for Calendly to access your calendar
Create your Calendly URL. We recommend using your business name
Choose the days and times that you are available for bookings
Select your role from Calendly’s list
When you access your account for the first time, you will see that there is a default event for a 30-minute meeting already in your dashboard. If this format works for you, it can be edited to your preferences by clicking the cog icon in the top right of the event and selecting Edit from the drop-down list.
You can also create your own format by clicking the New Event Type button on the right-hand side. Simply follow the steps they provide to create your own event.
If you would like to charge for your bookings through Calendly, you can integrate either Stripe or PayPal as Payment Gateways for your calendar. To do this, click the Integrations tab from the top menu and select your preferred payment gateway from their list. You will then be guided through the setup process. Please note that this is a premium feature available on the Calendly Professional package.
Most importantly, in your event settings, you are provided with the options to add a Cancellation Policy, Reminders and a Confirmation Page. It is worthwhile personalising these sections before activating the calendar on your site so the whole process is consistent with your branding and ensures your cancellation process is clear to your customer.
Once you have created your calendar and customised it to your preferences, you’ll need to then display it on your website so your clients can start booking through it. This is done through an embed code that you can add to your page.
With websites built through Create, this is as simple as copying and pasting your embed code into an HTML Fragment and placing this where you’d like it on your page. If your website isn’t built through Create, you will need to find out how to integrate embed code into your website through your hosting provider.
Here’s how to find your calendar’s embed code on Calendly:
Click the cog icon to the right of the New Event Type button
Select Add to Website
Choose the Inline Embed option and click Continue
Customise your colour settings to match your website’s colours
Click Copy Code
Paste this code into your HTML Fragment and place it on your page