How does the Calendly integration work with Ivorey™?
The Calendly integration functions differently from other third-party calendar integrations like Google, iCloud, and Outlook, and is not designed for transferring current or previous appointments from Calendly > Ivorey™. The Calendly connection is great if you are still using Calendly, but want future appointments booked within Calendly to display in Ivorey™
Note: Only events created in the selected calendars after the integration is set up will be shown in your Ivorey™ calendars.
Calendly Event Sync
Calendly Event Sync
Events from Calendly will be synced as long as your integration is active and you have selected a calendar.
When you connect your Calendly account, only events created after setting up the connection will be synced into our system. Remember, syncing will occur only for the calendars you've selected.
If you ever change your mind and remove a calendar from the connection, events from that calendar won't be synced anymore.
If you later decide to reconnect that calendar, only new events you create in it after reconnecting will be synced. Any events you had scheduled while the calendar was disconnected won't be synced.
Syncing Process
Syncing Process
This is a unilateral integration, meaning events are only fetched from Calendly to the system. Events created in the system will not be synced to Calendly.
Additionally, events synced from Calendly cannot be edited in the system; modifications must be made in Calendly for accurate sync.
Contact Creation
Contact Creation
All new events created from Calendly to the system will be treated as appointments and not blocked slots.
This means that for each event, if a guest is found, a subsequent contact will be created for the guest(s) in the system, allowing you to run automations on it.
Appointment Owner
Appointment Owner
For personal calendars, the individual who has integrated Calendly and from whom the event is syncing will be considered the appointment owner.
For shared calendars, where multiple team members have integrated Calendly into the system, the appointment owner will be chosen randomly.
Contact's Assigned User
Contact's Assigned User
The contact’s assigned user will be updated to match the appointment owner of their latest appointment.
How to Connect Calendly to Ivorey™
From the Ivorey™ main menu, select [Calendars] then > [Calendar Settings]
In the top menu bar, select [Connections] > then click [+ Add New]
Choose 'Calendly' and click [Connect]
Complete the authentication process by signing into your Calendly account and granting the necessary access
Once your Calendly account is successfully connected, select the calendars/ events you want to connect with Ivorey™
Give consent to pull your events by checking the consent box and click on save
Your Calendly integration is now set up 🥂
Note: Only events created in the selected calendars after the integration is set up will be shown in your Ivorey™ calendars.
If you would like your Ivorey™ booking system to check your Calendly calendars for conflicts when showing availability inside your Ivorey™ Calendars, you can also connect your Calendly Calendar under the 'Conflict Calendar' settings.
By connecting your Calendly Calendar to your Ivorey™ Conflict Calendar settings, it means that the Ivorey™ Calendar System will check your Calendly calendar (and any other calendar you have connected here) for conflicts and blocked out time on the calendars you've selected, which will determine the availability shown inside your Ivorey™ calendars.
Current Limitations of Calendly Integration:
When creating a contact via Calendly, only the customer’s name and email address will be collected by Ivorey™. Any additional fields captured in the Questions and Answers section, such as phone number or custom questions, will not be synced with the appointment or contact record in Ivorey™
FAQ
How do I edit what appointments connect/show in Ivorey™?
How do I edit what appointments connect/show in Ivorey™?
From the Ivorey™ main menu, select [Calendars] then > [Calendar Settings]
In the top menu bar, select [Connections]
Locate your Calendly connection > then click [Edit]
Make changes to the calendars/appointments you want to sync with the Ivorey™. You can add new calendars to start syncing events or remove existing calendars to stop syncing their events.
Click [Next] then [Save] to update your changes
Can I delete my Calendly connection to Ivorey™?
Can I delete my Calendly connection to Ivorey™?
When deselecting a calendar, you'll have the option to choose whether you want to delete all synced events of that calendar from the system. Choosing yes will permanently delete all synced events, and they cannot be restored later. If you select the calendar again, only events created after the calendar was reselected will start syncing to the system.
Note: If the calendar is shared (such as a collective calendar or round-robin with more than one team member), the events will be deleted from the system only after all team members who have integrated their Calendly account have chosen to permanently delete the appointments. As it is a shared event, even if one team member chooses not to delete the event, it will remain visible in the appointment list page.
If you delete the Calendly integration altogether, you'll also have the option to delete all synced events across all calendars from the system. Similarly, choosing yes will permanently delete all synced events, and they cannot be restored later. If you reconnect your Calendly account and select the same calendars again, only events created after the calendars were reselected will start syncing to the system.
Note: As stated above, for shared calendars, an event will only be completely removed when all team members agree to delete it.