Integrate Calendly

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

• Events from Calendly will be synced as long as your integration is active and you have selected a calendar
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• 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
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• If you ever change your mind and remove a calendar from the connection, events from that calendar won't be synced anymore
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• 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

• 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

• All new events created from Calendly to the system will be treated as appointments and not blocked slots
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• 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

• The contact’s assigned user will be updated to match the appointment owner of their latest appointment

• 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
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• 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

1. From the Ivorey main menu, go to Calendars then > Calendar Settings

2. In the top menu bar, select [Connections] > then click [+ Add New]

3. Choose Calendly and click [Connect]​

4. Complete the authentication process by signing into your Calendly account and granting the necessary access​

5. Once your Calendly account is successfully connected, select the calendars/ events you want to connect with Ivorey

6. Give consent to pull your events by checking the consent box and click on save​

7. Your Calendly integration is now set up

In the calendar Connections settings, edit your Calendly connection and adjust the calendars/appointments you want to sync with Ivorey. You can add new calendars to start syncing events or remove existing calendars to stop syncing their events.

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.
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​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.
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​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.
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​Note: As stated above, for shared calendars, an event will only be completely removed when all team members agree to delete it.