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Calendly

Connect Calendly and people who book with you get a WhatsApp confirmation right away, with the time and the joining link, and a message if the booking is cancelled.

Before you start

  • A paid Calendly plan. Calendly offers webhooks only on paid plans.
  • An approved WhatsApp template for each message, for example a booking confirmation. See Create a WhatsApp template. Most templates are approved within 24 hours.
  • A phone number from the invitee. In the Calendly event type's settings, turn on text reminders, so Calendly asks for a phone number when someone books.

Where to find your Calendly keys

Connect Calendly

  1. Open Calendly in the app

    In the left sidebar, click Integrations. Under Scheduling, find Calendly and click Connect.

  2. Add your Calendly keys

    Under Add your Calendly keys, paste the Personal Access Token and type your Webhook Signing Key.

    The Calendly page with the Personal Access Token and the Webhook Signing Key filled in, 1 of 3 steps done, and the Meeting Scheduled event below
    Step 1: your Calendly token and a signing key you made up
  3. Choose a message for each event

    Under Choose a message for each event there are two events: Meeting Scheduled and Meeting Cancelled. Click one, pick a Template, leave Send it to on Invitee Phone (if collected), and fill the blanks, for example Invitee Name, Event Type Name, Meeting Start Time and Join URL.

    The Meeting Scheduled event with the booking_confirmed template, Send it to Invitee Phone (if collected), the variables Invitee Name, Event Type Name, Meeting Start Time and Join URL, and a preview. Meeting Cancelled below sends booking_cancelled
    Step 2: one template for each event
  4. Click Connect Calendly

    Click Connect Calendly in the bar at the bottom, then copy the URL under Paste this URL in Calendly.

  5. Create the webhook in Calendly

    Calendly creates webhooks through its API, not from a screen. Send this request once, from a terminal or any API tool, or ask your developer. Replace the four capitalised values:

    bash
    curl -X POST https://api.calendly.com/webhook_subscriptions \
      -H "Authorization: Bearer YOUR_PERSONAL_ACCESS_TOKEN" \
      -H "Content-Type: application/json" \
      -d '{
        "url": "THE_URL_YOU_COPIED",
        "events": ["invitee.created", "invitee.canceled"],
        "organization": "YOUR_ORGANIZATION_URI",
        "user": "YOUR_USER_URI",
        "scope": "user",
        "signing_key": "YOUR_WEBHOOK_SIGNING_KEY"
      }'

    Your organization and user URIs come from https://api.calendly.com/users/me, called with the same token. The signing_key must be exactly the Webhook Signing Key you typed in our app.

  6. Check that it works

    Book a test meeting and give a phone number for text reminders. On the Calendly page in our app, open the Activity tab. You should see Sent, Message sent.

What you can put in the message

The start time looks technical

Calendly sends the time in UTC in a computer format. If that looks odd in your message, leave the time out and say "your booking is confirmed" instead. The customer already has the time in Calendly's own email.

Change, pause or disconnect

  • Change a message: open the event, make your change, then click Save changes.
  • Pause: switch Active off on the right.
  • Disconnect: click the ⋮ button at the top right, then Disconnect, and confirm.

If a message did not go out

More fixes are in Troubleshooting.