Note: After your Calendly trial, you will need to be on Calendly's Premium or Pro plan to integrate your account with PlayBooks.

Once connected your Calendly integration will allow your clients to book a time based your available calendar times. The meeting will automatically populate in PlayBooks once booked.

Watch the Calendly integration walk-through video

Setting up your Calendly Integration

1. Create a new account or log in to your Calendly account and go to the Integrations option on the menu bar. Click the option to copy the key.

2. Log in to PlayBooks and click your username to dropdown the menu. Click Settings, then Integrations. Paste in your Calendly API key and click Connect. Once connected all meetings created in Calendly will be created in PlayBooks within a few minutes.

See more...

Integrating PlayBooks, Calendly and Your Calendar Overview

Client scheduling with your Calendly integration

Calendly getting started guides (note this is an external link to the Calendly site)

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